Brickell Financial Group (BFG) provides portfolio management based on individual client goals and risk tolerance. BFG creates investment plans and may use third-party advisors. BFG also offers financial planning covering investments, insurance, retirement, college, and debt. Additionally, BFG provides pension consulting services to employee benefit plans. BFG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds or private placements.
Assets Under Management$18M
Clients36
Advisors1
Avg. per Client$500K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7M+ | 0.60% |
There is a 0.60% fee for annuities. There is also a separate fee schedule for fixed income only accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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