Assets Under Management
$325.2M
Number of Clients
699
Number of Advisors
9
Average Client AUM
$465K
AUM per Advisor
$36.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
BDFS Capital, LLC offers wrap fee programs, charging one fee for management and transaction costs. They create Investment Policy Statements for clients, considering their goals, risk tolerance, and time horizon. Investment advice is generally limited to mutual funds, fixed income, real estate funds, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971