Bourbon Financial Management provides financial planning and investment advisory services to individuals. Bourbon Financial Management uses a multi-disciplinary approach to address clients’ financial, tax, estate, and risk management planning needs. Bourbon Financial Management does not have discretionary power over clients’ accounts so that they keep control of their assets.
Fee Structure
Bourbon Financial Management gives advice to clients on a non-discretionary basis for a fixed monthly fee based on the client assets with a minimum fee of $300 per month. The reasonable fee depends on the size and the complexity of a client's assets. Monthly financial planning / investment advisory fees range from $300 to $1,000 and start one month after the initial payment.
