Binnacle Financial Group (BFG) is a fee-only registered investment advisor. BFG provides investment management and financial planning services. Investment management involves ongoing advice and portfolio management based on a client's individual needs and goals. Financial planning involves evaluating a client's current and future financial state, covering areas like cash flow, college savings, retirement, insurance, and estate planning. BFG also offers project-based financial planning for specific needs.
Assets Under Management$19M
Clients5
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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