BCF Law Group provides financial planning and manages investment portfolios for individuals. Financial planning includes tax, insurance, retirement, and estate planning. When managing portfolios, BCF Law Group considers your financial situation, including employment, cash reserves, retirement accounts, age, retirement date, income, and risk tolerance. BCF Law Group uses stocks, bonds, exchange traded funds, mutual funds, government securities, and options.
Assets Under Management$40M
Clients55
Advisors1
Avg. per Client$720K
Avg. per Advisor$40M
Fee Structure
Investment management only (planning not offered)
BCF Law Group charges a percentage of your portfolio each year, ranging from 0.5% to 1%, depending on the size and complexity of your account. This fee is negotiable and paid quarterly at the end of each quarter.
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