BFC Planning manages investment portfolios and provides personalized financial planning and consulting services for individuals and families. BFC Planning operates through a network of independent investment adviser representatives who offer various asset management platforms, including wrap-fee programs, institutional platforms, and outside money managers. The firm's services cover retirement planning, tax strategies, estate planning, and ongoing portfolio supervision. BFC Planning works with a wide range of clients, including high-net-worth individuals, trusts, estates, and business entities, tailoring strategies to individual needs and risk tolerances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.