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OUR PRICING AT BTG:
We aim to create a simple and understandable pricing structure.
Financial Planning is complex enough.
Paying for your planner's services should not be.
Fee-Only Fiduciary
We are what is known as Fee-Only Fiduciaries. We provide financial advice to our clients for a fee, and have the obligation and duty to always put our clients' best interests first.
Zero Commissions
We do not collect commissions of any kind. This means no proprietary products, and no annuity nor insurance sales.
Comprehensive Planning
We deliver comprehensive financial planning whenever we engage in an advisory relationship. Managing the portfolio is important, but how it fits into our clients' lives is even more important.
Assets Under Management Fee
We do our best work with clients that have investable assets of at least $1million.
Services Included:
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Portfolio Management
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Comprehensive Financial Planning
For Those Whose Assets Are Not Yet Available to Manage...
We know that for many pre-retirees the majority of their investable assets are held in a company-sponsor retirement plan, such as a 401k, making them unavailable to manage until after employment ends.
Ironically, these last few years leading up to retirement is when people often need the most help.
For these relationships in which we cannot manage the assets yet, we can offer our comprehensive financial planning services at an annual rate.
The rate is determined based upon complexity, and agreed upon during our initial new client process.
The annual fee is broken down into four payments and billed quarterly.
Ready to Start your Retirement with Confidence?
Contact Us
Ask us a Question or Schedule a Call!
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