B&E Financial is a fee-only registered investment advisor. Ben Taylor Poulos is the principal owner and Chief Compliance Officer. B&E Financial offers investment management services on a discretionary basis, creating and managing portfolios based on clients' individual needs and goals. They also offer financial planning services, both on an ongoing and project-based basis, covering areas like retirement, tax, estate, and insurance planning. B&E Financial does not participate in wrap fee programs.
Assets Under Management$230K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$230K
www.linkedin.com/company/b-e-financial-services ·www.x.com/bandefinancial ·www.bandefinancialservices.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
The total AUM annual advisory fee will not exceed $20,000. Ongoing Financial Planning may be included with Investment Management at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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