BGR Advisors offers personalized investment management to high-net-worth individuals, trusts, and estates. They invest in stocks, bonds, mutual funds, and exchange-traded funds (ETFs). BGR Advisors works with clients to create investment strategies based on their risk tolerance, income needs, and financial goals. Clients can choose growth, balanced, or conservative approaches and can set reasonable restrictions on how BGR Advisors manages their money.
Assets Under Management$39M
Clients9
Advisors1
Avg. per Client$4.4M
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fixed income accounts are charged 0.50% of the market value of assets. Fees are negotiable in limited situations.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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