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 $500K | 1.25% |
| $500K - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
The annual fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, as detailed in the fee table. For clients with $100,000 (individuals) or $150,000 (couples) in AUM, ongoing comprehensive financial planning may be included at no charge. Ongoing comprehensive financial planning has an upfront charge of up to $2,000, based on an hourly rate of $250, with follow-up services billed hourly. Project-based financial planning is billed at $250 per hour. iCapital's advisory fee is in addition to BFP's advisory fee and typically ranges from 0.15% to 1.25% per year.
Areas of Practice
Advisor Information
Office location
2801 Hollycroft Street, Ste B #1, Gig Harbor, WA, 98335
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.
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Charles works as a Business Development Analyst for Relevant Concepts Marketing Group, a marketing company, since May 2023. He dedicates a significant amount of time to this role and is a beneficiary to his father's contract.