Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
BFS charges an annual investment advisory fee based on assets under management. For direct asset management, fees range from 1.75% on the first $100,000 to 1.00% on assets over $1,000,000. These fees are negotiable. Financial planning services are offered at $150 per hour. BFS may utilize third-party money managers and receive a referral fee.
Areas of Practice
Advisor Information
Office location
1380 Lead Hill Blvd., Suite 180, Roseville, CA, 95661
Get directionsRegulatory History (6)
Customer Dispute
September 2025Customer Dispute
April 2025Customer Dispute
December 2024Customer Dispute
January 2024Regulatory
December 2007Regulatory
September 2001Other Business ActivitiesSells Insurance
Jeffrey is involved in numerous business activities, including running his own Registered Investment Advisory firm, real estate, tax preparation, and various LLCs. He also sells insurance products through Coordinated Concepts Insurance Services, LLC and Concorde Insurance Agency Inc., dedicating a few hours per week to these activities.