Brendel Financial Advisors (BFA) offers personalized financial planning, consulting, and investment management services. BFA works with individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. BFA helps clients assess their financial goals and recommends a financial and/or investment plan to help meet those goals. Asset management services are provided on a discretionary or non-discretionary basis.
Fee Structure
Brendel Financial Advisors' ongoing asset management fees range from 0.75% to 2.00% per year of the market value of your investments. Fees are negotiable and may be higher or lower based on factors like account size and complexity. Consulting fees can be hourly, fixed fee, or included with asset management services.