Bedel Financial Consulting (BFC) is a registered investment advisor providing portfolio management and financial planning services. BFC works with individuals, families, trusts, estates, charitable organizations, institutions, and retirement plans. As a fee-only advisor, BFC is legally required to act in your best interest. Services include income tax planning, estate planning, retirement planning, insurance needs analysis, and education funding.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
In certain cases, there is a minimum annual fee of $5,000 depending on the nature of services to be provided, types of investments, portfolio makeup and/or the complexity of the client’s situation. This could be higher than 1.00% for client accounts under $500,000. The Adviser reserves the discretion to waive or adjust fees/minimums as they deem appropriate.