The Bedminster Group

Updated today

Find your advisor

Client assets under management

$197,620,438

Clients

189

31% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,045,611

About

The Bedminster Group advises individuals (including high-net-worth clients) as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, general financial consulting, and retirement-plan consulting services, and can serve as an ERISA investment fiduciary when engaged by trustee-directed plans.

TBG tailors investment advice and asset-allocation strategies to clients’ stated objectives, with ongoing monitoring and periodic rebalancing. Its investment process draws on a mix of methods — including fundamental, technical, cyclical, and charting analysis — and can incorporate short-term trading, option strategies, and margin where appropriate or requested by clients.

Noteworthy aspects of the firm include its explicit retirement-plan capabilities (including acting as an ERISA 3(21)/3(38) investment manager and providing participant education and platform assistance) and its willingness to advise on a broad range of instruments, such as private equity, real-estate partnership interests, and return-enhanced notes. The firm treats cash and cash equivalents as a deliberate component of client allocations for defensive and liquidity purposes, and it generally leaves proxy voting to clients rather than voting on their behalf.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning General tax planning Active portfolio management Options & derivatives strategies Private / alternative investments

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001 - $8,000,000: 0.70% Over $8,000,000+: Negotiable

Project-based

Negotiable hourly rate up to $400, minimum engagement of 3 hours

Other

Account minimum: $400,000 Minimum fee: Minimum annual fee of $4,000 if minimum asset level is waived or reduced

Main office location

The Bedminster Group

36 William Pope Dr Ste 201

Bluffton SC 29909, United States

Number of offices

Most active in

California · Florida · Georgia · Massachusetts · New York · North Carolina · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

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.

Lawyer

They provide legal services, typically billed separately.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 843-705-5544

Advisors at this firm

Marc J

CFP®, ChFC®, Series 63, Series 65

Bluffton, SC

The Bedminster Group

Marc Johnston is a CFP® and ChFC® with 27 years of industry experience. He is currently with The Bedminster Group in Bluffton, SC, and has previously worked at RE Advisers Corporation and RE Investment Corporation. The Bedminster Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment advice using a broad range of analytical methods and serves in ERISA fiduciary roles, including as a Section 3(38) investment manager for trustee-directed retirement plans.

General retirement planning General tax planning Active portfolio management Options & derivatives strategies Private / alternative investments

Eugene B

Series 63, Series 65

Bluffton, SC

The Bedminster Group

Eugene Balerna Jr. is a financial advisor at The Bedminster Group with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at The Bedminster Group since 2018, as well as Oak Advisors, LLC since 2016, and previously at Dividend Assets Capital, LLC. The Bedminster Group provides discretionary portfolio management and financial consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm tailors investment advice to client objectives, employs a range of analytical methods, and offers specialized services including ERISA plan management and guidance on less liquid investments.

General retirement planning General tax planning Active portfolio management Options & derivatives strategies Private / alternative investments

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support