BGV Financial Advisors USA offers investment management and financial advice through discretionary and non-discretionary accounts. BGV tailors investment advisory services to the individual needs of the client. The firm can hire sub-advisors to provide investment sub-advisory services. BGV also participates in a Wrap Fee Program.
Assets Under Management$120M
Clients8
Advisors1
Avg. per Client$15M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
BGV Financial Advisors USA typically charges an annual management fee for advisory services, between 0.40% and 2% of the value of your portfolio. All fees are negotiable. If your account uses a sub-advisor, you will not pay a separate fee to the sub-advisor.
Loading...