BFG Wealth Management offers portfolio management services based on each client's goals, risk tolerance, and time horizon. They require authority to make trades without asking first. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. BFGWM generally limits its investment advice to common stock, exchange traded funds and products (ETFs and ETPs) and cash equivalents.
Assets Under Management$33M
Clients59
Advisors1
Avg. per Client$560K
Avg. per Advisor$33M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20M+ | 0.80% |
Fees are negotiable. Institutional clients have a different fee schedule. There is also a "Hold and Service" option for existing clients with concentrated equity holdings, which charges 0.35% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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