Blessed Financial Investments (BFI) provides portfolio management based on individual client goals and risk tolerance. BFI also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. Additionally, BFI provides educational seminars called Financial Freedom, covering biblical principles, personality, and financial goals. BFI primarily recommends stocks, options, and hedged positions, but may use other securities to diversify portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Qualified clients may pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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