Fees | BFG Wealth Mgmt

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Our Fee Structure

As we are a fee-only investment advisory practice, we charge an annual management fee.

Annual Asset Management Fees

$0 to $500k

1.50%

$500,000.01 to $1M

1.25%

$1,000,000.01 to $5M

1.13%

$5,000,000.01 to $10M

1.00%

$10,000,000.01 to $20M

0.90%

$20,000,000.01 and up

0.80%

Please see FAQ for details.

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