Brian Low Financial Group (BLFG) is an investment management firm that helps clients build, manage, and preserve their wealth. BLFG specializes in retirement investing and income generation. BLFG manages advisory accounts on both a non-discretionary and discretionary basis, allocating client assets among equities, ETFs, mutual funds, and debt securities. BLFG also offers financial planning services, engaging clients in conversations around their family's goals and partnering with other advisors to ensure a coordinated effort.
Assets Under Management$180M
Clients809
Advisors3
Avg. per Client$230K
Avg. per Advisor$61M
www.brianlowfinancial.com/index.php ·www.linkedin.com/company/brian-low-financial-group ·www.facebook.com/incomeprotect
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees may be negotiable. Concentrated stock positions may be excluded from the fee calculation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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