Behage Financial is a registered investment advisory firm that provides investment advice and consultation services. They manage investment portfolios on a non-discretionary basis, meaning they need your approval before making any trades. They also offer consultation services on topics like college funding, retirement planning, and tax planning. Behage Financial creates portfolios using securities, mutual funds, ETFs, and bonds, taking into account your risk tolerance and investment goals.
Assets Under Management$14M
Clients14
Advisors1
Avg. per Client$980K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees and account minimums may be negotiable in certain circumstances. Clients with pre-existing relationships with Behage Financial may not be subject to the minimum account size.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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