Benefit Fiduciary Group (BFG) provides retirement plan consulting services to retirement plan sponsors and individual participants. BFG offers fiduciary management and consulting services, including investment selection, policy statement preparation, and due diligence reviews. BFG also provides non-fiduciary services such as participant education and plan development. BFG does not implement transactions or actively manage retirement plans unless a separate agreement is in place.
Assets Under Management$530M
Clients47
Advisors2
Avg. per Client$11M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Annual Retainer:$4,000 - $100,000/year
Hourly Rate:$350/hr
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