BGK Financial provides investment advice and financial planning to individuals and high net worth individuals. BGK Financial offers retirement income planning services covering asset allocation, social security strategies, Medicare planning, tax planning, retirement planning, and insurance needs. For asset management, BGK Financial creates a portfolio strategy primarily consisting of exchange-traded funds, bonds, and low-cost, diversified mutual funds, and may utilize independent managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The total blended fee, including BGK Financial's fee and the Independent Manager’s fee, will not exceed 2.00% annually. Fees may be higher for relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities. Fees may be negotiable at the sole discretion of the Advisor.