By Design Financial Planning (BDFP) offers investment management and financial planning services. BDFP develops investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. BDFP may recommend third-party professionals but doesn't receive compensation from them. Financial planning is offered on an ongoing or project basis.
Assets Under Management$2.9M
Clients19
Advisors1
Avg. per Client$150K
Avg. per Advisor$2.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...