B
BCF Law Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$45,040,000
Total clients
55
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$818,909
About
BCF Law Group provides financial planning and discretionary portfolio management primarily for individual clients, offering services that include retirement, tax, insurance and estate planning alongside management of portfolios composed mainly of mutual funds, ETFs, stocks, bonds and government securities. The firm charges advisory fees based on assets under management and also offers written and hourly financial planning engagements.
The firm’s investment approach emphasizes fundamental analysis and a relatively conservative, buy-and-hold orientation, favoring mutual funds and ETFs and limiting frequent trading to reduce transaction costs and tax impacts. Advisory services are tailored through client consultations to assess goals, risk tolerance and personal circumstances, and managed accounts are reviewed on a periodic basis with ongoing monitoring.
What distinguishes the firm from many peers is its integration with other professional services: the principal maintains an active law practice and provides estate and income tax services, and is also a licensed insurance agent who sells insurance products for commissions (excluding variable products). These non-investment activities and the receipt of insurance commissions are disclosed potential sources of conflict and are a notable departure from the typical independent RIA model.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General tax planning
General estate planning guidance
Occupation focus
Attorney
Fee options
Written financial planning fees range from $500 to $4,000.
Insurance commissions earned by Brian Foley; no commissions on securities sales.
Negotiable hourly fee up to $300/hour for financial planning.
Fee-only: Financial planning hourly fee up to $300/hour; Written financial planning fees range from $500 to $4,000 depending on complexity.
Main office location
BCF Law Group, LLC
South Boston MA, United States
Number of offices
1
Most active in
BCF Law Group, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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