Boston Family Advisors (BFA) offers family office services to help clients organize their finances and plan for wealth transfer. These services include bookkeeping, bill pay, cash flow planning, investment reporting, education planning, insurance planning, and trust and estate planning. BFA also provides customized investment management services, working with clients to identify their goals, risk tolerance, and financial situation. BFA may recommend unaffiliated investment managers or platforms.
Assets Under Management$280M
Clients38
Advisors6
Avg. per Client$7.5M
Avg. per Advisor$47M
www.linkedin.com/company/boston-family-advisors... ·www.bostonfamilyadvisors.com ·www.bfafamilyoffices.com
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. When BFA provides investment management services to BFA Trust Services' Clients, fees are billed up to 1.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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