Bentley Financial Group offers investment advice and asset management based on clients' individual needs and goals. BFG also provides financial planning services covering areas like cash management, retirement, and estate planning. BFG may recommend independent investment managers to clients. BFG also offers advisory and consulting services to employee benefit plans and their participants.
Fee Structure
Bentley Financial Group charges an annual fee based on the value of your investments, ranging from 0.00% to 2.50%. This fee covers investment management services, including wrap program accounts. You'll be billed quarterly, in advance, based on the value of your account at the end of the previous quarter. If you end your agreement before the quarter is over, you'll receive a refund for the unused portion of the fee.