A complete list of active advisors currently associated with BFG Wealth Management LLC
Warmer can help you find a great advisor at BFG Wealth Management LLC or one who fits your needs even better.
BFG Wealth Management LLC is a small, discretionary investment adviser that provides ongoing portfolio management and financial planning for individuals, trusts, and business entities. The firm reports about $38.3 million in assets under management and generally requires a $500,000 minimum for new client relationships while retaining discretion to accept smaller or related-party clients. BFGWM constructs client portfolios using documented Investment Policy Statements and applies fundamental analysis, modern portfolio theory, and quantitative techniques, providing regular monitoring, rebalancing, and discretionary trading authority. The firm limits its investable universe to common stocks, ETFs/ETPs, and cash equivalents and offers a Hold and Service option for clients with concentrated, infrequently traded equity positions. Compared with many peers, BFGWM offers a notably broad set of thematic and sector-focused strategies for a firm of its size — examples include hydrogen, environmental impact, innovation technology, Texas-focused equities, real estate income, and metals & commodities — and it discloses the specific risks associated with each. The firm requires clients to custody assets at Folio Investments, uses AdvicePay for financial planning billing, and may receive soft-dollar research benefits, practices that are less common among similarly sized advisers.
To learn more about the advisors currently working at BFG Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 16
|
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