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 | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
BDFS Capital, LLC charges an annual fee based on assets under management, as detailed in the fee table. These fees are negotiable depending on the client's needs and the complexity of their situation. The final fee schedule is attached as an exhibit to the client contract. There is no account minimum for any of BDFS’ services. Clients participating in the wrap fee program will not pay transaction or trading fees, except for trades executed away from the custodian. Clients are responsible for other account fees, such as IRA fees, fund management fees, and transfer taxes.
Areas of Practice
Advisor Information
Office location
19409 Plantation Rd, Bldg. 2 Unit 1, Rehoboth Beach, DE, 19971
Get directionsRegulatory History (1)
Employment Separation After Allegations
January 2001Other Business ActivitiesSells Insurance
Jeffrey has several outside business activities, including real estate rental, acting as president of BDFS Insurance Services LLC, president of Jiggy's Farms, and treasurer for Friends of Milford Museum. He also dedicates about half of his time to BDFS Capital LLC, a registered investment advisor.