BG Wealth Advisory, LLC offers comprehensive financial planning and consulting services covering retirement strategies, cash flow analysis, tax reduction, and estate preservation. Rather than managing client portfolios directly, BG Wealth Advisory, LLC partners with an external firm called Gradient Investments, LLC to handle investment management. Clients work with BG Wealth Advisory, LLC to build a financial plan and set up accounts, which are then managed through various portfolio strategies offered by Gradient Investments, LLC. BG Wealth Advisory, LLC also assists clients with insurance products through an affiliated agency.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary by portfolio strategy chosen, ranging from a total annual fee of 1.00% up to 2.15%. BG Wealth Advisory, LLC's portion is typically 1.00% (except 0.60% for Preservation). Fees are negotiable.