Barson Financial Planning (BFP) manages investment portfolios and offers financial planning services. BFP creates tailored investment plans based on client goals, risk tolerance, and financial situations. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. BFP also offers investment advisory services through third-party money managers.
Assets Under Management$48M
Clients40
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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