BDFS Capital LLC provides ongoing portfolio management services tailored to individual client goals, objectives, and risk tolerance. They also offer financial planning services covering investment planning, insurance, tax, retirement, college, and estate planning. BDFS generally provides portfolio management on a wrap fee basis, but also offers it on a negotiated annual flat fee. BDFS may direct clients to third-party investment advisors and receive a fee share.
Fee Structure
BDFS Capital LLC offers portfolio management services for a negotiated annual flat fee, paid in monthly installments. BDFS may also direct clients to Betterment, Inc. as a third-party advisor, with fees ranging from 0.35% to 1.25% for BDFS and 0.15% to 0.25% for Betterment, depending on the amount you invest.