Advisor at BG Financial Advisors, LLC
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Firm
BG Financial Advisors, LLC
Location
Beaufort, SC
Credentials
ChFC®, Series 63
Industry experience
25 years
Robert Green is the principal advisor at BG Financial Advisors, LLC in Beaufort, SC, with 24 years of industry experience. He holds the ChFC® and Series 63 designations and has been operating his advisory business since 1988. Green is also a licensed attorney, though he is not currently practicing law, and he spends a small portion of his time involved in insurance sales. BG Financial Advisors serves individual clients by providing financial planning and investment management focused on retirement strategies. The firm employs discretionary portfolio management using asset-allocation model portfolios through SEI Private Trust, supplemented with customized allocations, and coordinates planning with clients’ tax and legal advisors.
Based on BG Financial Advisors, LLC
Based on BG Financial Advisors, LLC
Based on BG Financial Advisors, LLC
Financial planning fees range from $750 to $3,000; Comprehensive Retirement Analysis initial fee $1,450; Annual review fee $375
$0 - $500,000: 1.20% $500,001 - $1,500,000: 0.80% $1,500,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,000++: Negotiable
$245/hour for financial planning
Account minimum: $350,000 Fee-only: Hourly Financial Planning: $245/hour; Flat Fee Financial Planning: $750-$3,000; Comprehensive Retirement Analysis initial fee: $1,450; Annual Review Fee: $375
Beaufort, SC
South Carolina · Texas
BG Financial Advisors LLC
2013 - Present (13 years)
BG Financial Advisors
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 65
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CFP®, Series 63
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Series 65
Bluffton, SC
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