BG Investment Services offers investment advisory services, including comprehensive portfolio management with financial planning or consulting. BG Investment Services may use third-party asset managers to implement investment portfolios. The firm also offers wrap comprehensive portfolio management to legacy clients. BG Investment Services tailors investment advice to each client's needs and objectives.
Fee Structure
BG Investment Services offers comprehensive portfolio management where the maximum annual fee is 1.50%. This fee is billed quarterly in advance. Fees are negotiable. Clients may also utilize asset managers, with a maximum annual fee not exceeding 0.50%. Clients using asset managers may be subject to a maximum total fee of 2.00%. For asset manager accounts that fall below minimum balance requirements, an annual fee of $60.00 may be assessed.