BFSG, LLC, operating as Benefit Financial Services Group, provides comprehensive wealth management and institutional consulting services. The firm builds diversified investment portfolios tailored to each client's specific needs, utilizing mutual funds, exchange-traded funds, individual stocks and bonds, private investments, and options strategies. In addition to investment management, Benefit Financial Services Group offers financial planning covering retirement, estate analysis, and divorce planning, as well as tax preparation services through an affiliate. The firm serves individual investors, trusts, charitable organizations, and employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual management fees generally range from 0.25% to 1.25% depending on services and investment strategy. Fees are negotiable.