Benefit Financial Services Group
Assets Under Management
$1.3B
Number of Clients
849
Number of Advisors
25
Average Client AUM
$1.5M
AUM per Advisor
$51.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BFSG, LLC provides wealth management services including financial planning, pension consulting, and estate planning advice. They also offer investment portfolio management, including discretionary and non-discretionary services. BFSG Institutional Services advises retirement plan sponsors. They offer tax preparation and accounting services.
Fee Structure
BFSG charges fees based on a percentage of assets under management. They also offer financial planning services on a standalone, separate fee basis. Clients may incur additional fees, such as transaction fees charged by custodians like Fidelity and Schwab. BFSG may recommend unaffiliated independent investment managers, whose fees are separate from BFSG's. They also offer tax preparation services for a separate fee.
Areas of Practice
Location
2040 Main Street, Suite 720, Irvine, CA, 92614