Bsg Advisers
Assets Under Management
$100.3M
Number of Clients
294
Number of Advisors
5
Average Client AUM
$341K
AUM per Advisor
$20.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Business-owner Strategies Group, LLC (BSG Advisers) is an RIA offering financial planning & consulting, investment & portfolio management, pension consulting, retirement plan services, financial education, educational seminars, and insurance planning. Investment advice is tailored to meet individual client needs and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.25% |
Minimum account size is $10,000. Minimum asset-based fee is 0.35% per annum or $50, whichever is greater. Fees are negotiable.
Fee Estimator
Fees vary depending on the service. Comprehensive personal financial planning ranges from $1,500 to $5,000, while continuous planning is $50/month to 1/12 of the comprehensive plan fee. Business-oriented financial planning and personal financial consulting are billed hourly at $150-$450/hour. Investment management fees are asset-based, with a minimum account size of $10,000. The minimum asset-based fee is 0.35% per annum or $50, whichever is greater. The maximum asset-based fee is 2.00% per annum for the first $1,000,000 and 1.25% per annum for amounts over $1,000,000. Pension consulting is hourly or fixed-fee. Financial education and seminars range from $0 to $5,000 per session, and the Financial Wellness program starts at $50 per employee per year. Fees are negotiable.
Areas of Practice
Location
56 Hunter Street, Suite 230, Apex, NC, 27502