Barron Financial Group (BFG) offers investment management and financial planning services. BFG manages portfolios on a discretionary basis, tailoring strategies to client goals. They also offer non-discretionary portfolio advisory services where clients make the final investment decisions. BFG provides retirement plan advisory services, acting as a limited scope fiduciary to assist plan sponsors. Financial planning services are generally offered to existing portfolio management clients, covering areas like tax, retirement, and estate planning. BFG tailors all services to meet individual client needs.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on various criteria.