Bright Forge Capital (BFC) manages investment portfolios based on clients' individual needs and goals. BFC also offers financial planning services covering areas like cash flow, debt management, college savings, estate planning, insurance, retirement planning, and tax strategies. BFC uses various analysis methods, including fundamental, technical, cyclical, and charting analysis, and may refer clients to third-party investment managers.
Assets Under Management$9.7M
Clients16
Advisors1
Avg. per Client$600K
Avg. per Advisor$9.7M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2M+ | 1.20% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...