Barony Financial Group (BFG) offers investment management and consulting services to families and non-profit groups. Jay Jackson, the owner, specializes in helping middle-class families with financial planning, including debt management, college funding, retirement planning, and healthcare costs. BFG also assists executors and trustees with managing financial resources. Additionally, as a certified forester, Jay provides advice on land and timber investments.
Assets Under Management$9.9M
Clients21
Advisors1
Avg. per Client$470K
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Ongoing Investment Management fees range from 1% to 2% per annum of assets under management depending on the size and character of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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