Bff Wealth Management, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
BFF Wealth Management provides investment advisory consultation, financial planning, and educational workshops. Services include tax and estate liquidity planning, income replacement, and non-security investments. They offer Comprehensive Wealth Management Planning, Private Wealth Coaching, and Annual Progress Report services. All consulting is point-in-time analysis.
Fee Structure
BFF Wealth Management charges fixed fees for Comprehensive Wealth Management Planning, ranging from $4,500 to $40,000. Hourly fees range from $95 to $750, depending on the professional involved. Private Wealth Coaching is a fixed $2,250. Annual Progress Reports vary, with a minimum of $799. Annuity Reviews are $229 for the first, $79 for each additional. Estate Settlement services start at $4,500 for existing clients and $10,500 for new clients. Business Marketing services are percentage-based, with retainers from $10,000 to $55,000.
Areas of Practice
Location
700 North Central Ave, Suite 235, Glendale, CA, 91203