BG Wealth Advisory offers financial planning services, including evaluating current and future financial states, predicting cash flows, and developing retirement and estate plans. BG Wealth refers clients to Gradient Investments, LLC, a third-party money manager, for investment portfolio advice and supervisory services. BG Wealth acts as a liaison between the client and the third-party money manager and receives referral fees.
Fee Structure
BG Wealth Advisory does not directly manage client assets. Instead, BG Wealth refers clients to Gradient Investments, LLC (GI), a third-party money manager. GI offers various actively managed programs, including strategic, tactical, allocation & defined outcome, and preservation portfolios. The annual fee for these services is a percentage of the assets managed by GI and is negotiable. BG Wealth receives a portion of the fee from GI. For Client Directed Accounts, GI charges a flat annual fee of $300.