Best Case Financial (BCF) offers investment advice and financial planning to individuals and high net-worth individuals. BCF provides wealth management, which includes investment management and financial planning. They also offer project-based financial planning for specific needs like business planning, college savings, or retirement planning. BCF is a fee-only firm, meaning they only get paid by their clients for their services.
Assets Under Management$1.3M
Clients5
Advisors1
Avg. per Client$270K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Best Case Financial (BCF) offers investment management services for a fee. Here's how it works:
- Investable assets below $300,000: A fixed annual fee of $3,000, paid quarterly in advance. This fee is negotiable.
- Investable assets above $300,000: An annual fee of 1.00% of your portfolio, paid quarterly in advance. This fee is also negotiable.
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