Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BGIA's annual management fee ranges from 0.30% to 1.20% of the portfolio's net asset value, billed in arrears. Fees are negotiable and can vary based on the investment products used. Clients also pay for custodial, accounting, auditing, tax preparation, legal, and trading expenses. A Separately Managed Account Platform Fee is also charged, subject to a minimum of $100 per year per custodian account. This platform fee ranges from 0.175% to 0.200% based on household AUM.
Areas of Practice
Advisor Information
Office location
6001 Broken Sound Parkway Nw, Suite 426, Boca Raton, FL, 33487
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is the chairman of the Steven C. Bardan Charitable Foundation and an agent selling fixed/traditional insurance products. He also is a principal of DRH Advisors Inc, a pass-through entity, but currently has no duties there.