Beverly Hills Financial Planners (BHFP) offers financial planning and investment management services. Financial planning covers areas like retirement, estate, tax, and education planning. Investment management is provided on a non-discretionary basis, meaning BHFP needs your approval before making any trades. BHFP primarily recommends equity securities, mutual funds, and ETFs, but may also suggest fixed income securities and other investments based on your individual needs.
Fee Structure
BHFP charges a percentage of your portfolio annually for investment management services, ranging from 0.50% to 1.50%. The specific rate is stated in your advisory agreement and may be negotiable. Fees are paid quarterly in advance, based on the value of your portfolio at the end of the previous quarter.