Why use our Services?
Navigating today’s financial landscape can be complex and overwhelming. A financial planner brings expertise, objectivity, and a clear strategy to help you make informed decisions, optimize your resources, and achieve your long-term goals with confidence. With our guidance, you can focus on what matters most while we manage the details.
1
Wealth Management
Ideal for clients with complex financial situations or those seeking a hands-off approach. We provide continuous investment monitoring, recommendations, and educational insights to help manage your portfolio effectively. We develop a unique risk profile and use a hybrid approach, including individual stocks, bonds, and low-cost ETFs.
Cost:
Our advisory fee is tiered based on assets under management. Fees are negotiable depending on the complexity of a client's situation.
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$0 - $1,000,000: 1.20% annually
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$1,000,000 and above: 1.10% annually
2
Financial Planning
Perfect for clients who want ongoing consultation and support but prefer to handle their own investments. After developing your financial plan, we assist with implementation, empowering you to make confident financial decisions.
Cost:
Our financial planning services start with a one-time fee of $500 to $2,500, followed by a monthly flat fee of $100 to $500. The fee may be negotiable in certain cases at the discretion of BEA.
3
Hourly Planning
Best suited for clients with specific, one-time financial issues who want expert guidance they can apply independently.
Cost:
Our hourly rate is $250 per hour. The fee may be negotiable in certain cases and is due at the completion of the engagement.