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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |