Barnard Financial Group offers investment management services where they manage client investments based on their goals and risk tolerance. They may also hire sub-advisors to manage client assets. BFG also provides services to retirement plans, acting as either a limited scope advisor or an investment manager. They assist plan sponsors with investment decisions and participant education.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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