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
16A Bel Air Sout Parkway, Suite 203, Bel Air, MD, 21015
Get directionsRegulatory History (2)
Financial
February 2016Financial
February 2016Other Business ActivitiesSells Insurance
James is involved in several business activities, including investment management services, insurance sales through Concorde Insurance Agency and CIRA, and serving as an IAR for Bangerter Financial. He also owns James Rainwater CPA LLC and Rainwater Planning LLC, and works as an independent insurance agent, dedicating minimal time to each outside of his CPA firm which takes a full-time commitment.