Behlke Financial offers investment management through a managed portfolio program, using exchange-traded funds, mutual funds, and other securities. They work with you to create a portfolio based on your goals and risk tolerance. Behlke Financial also provides financial planning, covering areas like retirement, taxes, and estate planning. Implementation of the financial plan is at your discretion, and you are not obligated to use their services for securities or insurance purchases.
Assets Under Management$29M
Clients69
Advisors1
Avg. per Client$420K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.25% |
| $750K - $1.2M | 1.15% |
| $1.3M - $2.0M | 1.00% |
| $2.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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