BIY Financial provides investment advice and financial planning services to individuals, high-net-worth individuals, trusts, business owners, and estates. BIY offers asset management services, financial consulting on various topics, ERISA plan services for retirement plans, and a financial wellness program to educate clients on financial matters. Recommendations are based on client-provided information, and clients are not obligated to act on them.
Assets Under Management$7.7M
Clients30
Advisors1
Avg. per Client$260K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...