BFA Wealth Management offers investment management, financial planning, and consulting services to individuals and business owners. BFA determines investment strategies based on individual client goals, time horizons, and risk tolerance. Financial planning covers areas like estate planning, investments, taxes, and insurance. Consulting services include divorce financial consulting and real estate acquisition modeling.
Assets Under Management$12M
Clients29
Advisors1
Avg. per Client$420K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable for accounts with more than $5,000,000 of assets. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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