Brice Financial Advisors (BFA) is an investment advisory firm based in Miami, Florida. BFA offers investment management services and helps individuals and small businesses set up 401(k) and IRA plans. BFA gathers information about clients' goals and risk tolerance to create tailored investment strategies. BFA primarily uses equity securities, ETFs, mutual funds, and corporate/municipal/government securities. Clients can choose discretionary or non-discretionary management.
Assets Under Management$1.8M
Clients20
Advisors1
Avg. per Client$92K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:$250
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15K | 1.00% |
| $15K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Advisory fees may be waived at the discretion of BFA.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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