Bird Financial Group LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Bird Financial Group (BFG) provides financial planning and portfolio management services tailored to individual client needs. BFG offers comprehensive financial planning, including retirement, tax, estate, and education planning. BFG also provides traditional investment management and digital asset advisory services. BFG uses various investment strategies, including long-term, medium-term, and short-term purchases, and may use model portfolios based on client risk tolerance.

Assets Under Management$140K
Clients3
Advisors1
Avg. per Client$48K
Avg. per Advisor$140K

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Bird Financial Group LLC | TrueAdvisor