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.
6001 Broken Sound Parkway Nw, Suite 426, Boca Raton, FL, 33487
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