The Bedford Group offers a broad range of financial planning, consulting, and investment management services. The Bedford Group tailors its advisory services to meet the specific needs of individual clients, assessing risk tolerance, time horizons, and liquidity constraints. Services include business planning, cash flow forecasting, trust and estate planning, insurance planning, retirement planning, charitable giving, tax planning, and education planning. Portfolios are managed on a discretionary or non-discretionary basis using mutual funds, exchange-traded funds, individual debt and equity securities, privately placed securities, and independent investment managers. The Bedford Group also provides retirement plan consulting services to qualified employee benefit plans and their fiduciaries.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fee varies between 0.25% and 2.00% depending on portfolio size, composition, services rendered, and the individual providing the services. Fees are negotiable.