Basile Financial Group (BFG) provides investment management and financial planning services. BFG manages investments based on your goals, risk tolerance, and time horizon. They also offer financial planning services covering wills, estate plans, investments, tax planning, retirement income, and college planning. BFG also holds seminars and workshops to educate the public on investments.
Assets Under Management$5.1M
Clients27
Advisors2
Avg. per Client$190K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M+ | 1.60% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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