Bond Financial Group (BFG) manages investment portfolios and provides financial planning. For investment management, BFG uses third-party institutional money managers to create and manage portfolios based on a client's individual needs and risk tolerance. Financial planning covers areas like business planning, cash flow, employee benefits, estate planning, insurance, investments, retirement, risk management, and tax strategies. BFG also offers informational seminars.
Assets Under Management$44M
Clients219
Advisors2
Avg. per Client$200K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $500K | 1.75% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.55% |
| $2.0M - $2.5M | 1.45% |
| $2.5M - $3.0M | 1.25% |
| $3.0M - $3.5M | 1.15% |
| $3.5M+ | 1.15% |
Fees negotiable above $3,500,000.00
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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