Bristol Wealth Group offers financial planning and wealth management services. Financial planning covers various aspects of a client's financial situation, including cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving, tax planning, and capital needs. Wealth management provides ongoing investment advice based on a client's individual needs and goals. Bristol manages advisory accounts on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation – such as the size of family holdings, low-cost basis securities, or certain passively advised investments and pre-existing relationships with clients. Certain clients may pay more or less than others depending on the amount of assets, type of portfolio, or the time involved, the degree of responsibility assumed, complexity of the engagement, special skills needed to solve problems, the application of experience and knowledge of the client’s situation.