BG Financial Advisors offers investment advice, securities, and financial services to clients in South Carolina and Texas. They provide financial planning and asset management services, focusing on retirement planning strategies and model portfolios. BG Financial Advisors manages accounts on a discretionary basis, making investment decisions without needing client consent for each trade. The firm uses SEI Private Trust Company exclusively as its custodian.
Assets Under Management$9.6M
Clients11
Advisors1
Avg. per Client$870K
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.5M | 0.80% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.55% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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