Bindman Financial Services (BFS) refers individuals, retirement plans, trusts, and estates to registered investment advisors for discretionary investment management services. BFS discusses clients' investment needs and recommends advisors. BFS receives a percentage of client fees from the registered investment advisors as compensation for the referrals. Clients receive a written disclosure statement describing the relationship and compensation.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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