OUR PRICING

Two options to fit
your personal needs.

Fee-Only Fiduciary

We at BTGRP are what is known as fee-only fiduciaries. We provide financial advice to our clients for a fee and offer different options to suit your personal situation.

Zero Commissions

We do not collect commissions of any kind. This means no proprietary products, and we can simply recommend what we feel is best for you and your personal situation.

No Minimum Asset Level

We do not have a minimum asset level for our clients but do work primarily with clients who will at some point have assets we can advise of $500,000 or greater.

The term financial advisors has a loose interpretation. This includes insurance sales, investment analysts, tax planners, attorneys, speculators, and more. We at BTGRP are what is known as fee-only fiduciaries. We provide financial advice to our clients, and receive compensation for such. What we don’t do is receive commissions of any kind. This means no proprietary products, and we can simply recommend what we feel is best for you and your personal situation.

Many financial advisors charge what is known as assets under management fees (AUM). We offer this option, but differentiate ourselves by also offering a financial planning only fee option. This service provides a great opportunity for clients who are still employed and have a large portion of their assets that are not able to be managed by an advisor directly, like a 401k, 457, TSP, or 403b. 

 

We do not have a minimum asset level for our clients, but do work primarily with client who will at some point have assets we can advise directly upon of 500,000 or greater.

 
PRICING STRUCTURE

 

Clients will NOT pay both fees, strictly one or the other. 

Clients with manageable assets below $480,000:

We charge an annual planning fee of 6,000 dollars, broken up into 4 quarterly billings of 1500 each. Clients may cancel this service at any time, after meeting our initial 3 month onboarding requirement.

 

Clients with assets exceeding $480,000:

When we manage your investments and the total value exceeds this level, you will receive financial planning plus investment management for one fee. We tier our pricing to give you a discount as we manage more of your wealth. Here are our investment and planning combined pricing: 

Contact

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