BFI Wealth Solutions, LLC is a registered investment advisor offering discretionary and non-discretionary portfolio management services. Investment advice is tailored to clients' needs and objectives, potentially using model portfolios. BFI Wealth Solutions also sponsors a wrap fee program. The firm primarily advises on ETFs and mutual funds, and may recommend insurance products through affiliated licensed agents.
Assets Under Management$150M
Clients214
Advisors1
Avg. per Client$690K
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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