BSG Advisers offers financial planning and consulting, investment and portfolio management, pension consulting, retirement plan services, financial education, educational seminars, and insurance planning. They tailor their investment advice to meet individual client needs and objectives. For investment management, BSG requires discretionary authority to manage accounts. They may also select sub-advisers or third-party money managers to manage portions of client accounts.
Assets Under Management$130M
Clients272
Advisors6
Avg. per Client$500K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.25% |
The minimum asset-based fee is 0.35% per annum or $50, whichever is greater.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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