BHK Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$483,677,494
Clients
304
Advisors
2
of 9 employees
About
BHK Investment Advisors provides investment advisory and consulting services to individuals (including high-net-worth clients), corporations, retirement plans, foundations, and other institutions. The firm offers portfolio management, manager-selection consulting, a math-based ETF model program (BHK-GPS), and retirement plan consulting across income, growth, balanced and ETF-focused strategies.
Advisors work with clients through Investment Advisor Representatives who gather financial and demographic information to develop tailored investment programs; services can be delivered on a discretionary or non-discretionary basis and include manager evaluation and ongoing monitoring. The firm’s BHK-GPS program emphasizes broad multi-asset ETF allocations, regular rebalancing, and quarterly performance reporting versus benchmarks, and it notes that some manager-provided performance reports are not audited.
BHK is affiliated with an in-house broker-dealer and insurance agency, and many advisors also serve as registered representatives, which results in broker-dealer and insurance compensation streams (including receipt and sharing of certain 12b-1 and custody-related fees) and staff time spent on broker-dealer/insurance activities. Compared with many peers, BHK manages a substantial portion of assets on a non‑discretionary basis and maintains formal relationships with third‑party managers it evaluates and recommends for clients.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% annually (Equity and Balanced Accounts) $5,000,001 - $10,000,000: 0.75% annually (Equity and Balanced Accounts) $10,000,001+: 0.50% annually (Equity and Balanced Accounts) $0 - $5,000,000: 0.75% annually (Fixed Income Accounts) $5,000,001 - $10,000,000: 0.50% annually (Fixed Income Accounts) $10,000,001+: 0.25% annually (Fixed Income Accounts) $0 - $5,000,000: 1.00% annually (BHK Investment Consulting) $5,000,001 - $10,000,000: 0.60% annually (BHK Investment Consulting) $10,000,001 - $20,000,000: 0.50% annually (BHK Investment Consulting) $20,000,001 - $30,000,000: 0.15% annually (BHK Investment Consulting) $30,000,001 - $40,000,000: 0.10% annually (BHK Investment Consulting) $40,000,001+: 0.05% annually (BHK Investment Consulting)
Account minimum: $250,000 Minimum fee: Minimum annual fee may be charged; amount varies and will be detailed in client agreement Fee-only: Fees are advisory fees paid quarterly in advance; no commissions included in advisory fees
Main office
2200 Lakeshore Drive, Suite 250
Birmingham AL 35209-8803
Advisors at this office
2
Most active in
Alabama · Florida · Georgia · Louisiana · Tennessee · Texas
Also doing business as
Bhk Investment Advisors · Bhk Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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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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Lawyer
They provide legal services, typically billed separately.
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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.
Advisors at this firm
Michael B
Series 65
Birmingham, AL
BHK Investment Advisors
Michael Blair is a financial advisor at BHK Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and previously worked at Porter White Investment Advisors, Inc. for eight years. Blair serves as a Junior Board Member for the Birmingham Zoo and sits on the Foundation Board of the Boys and Girls Club of Central Alabama. BHK Investment Advisors provides advisory and consulting services to individuals, corporations, retirement plans, foundations, and institutions. The firm offers portfolio management, manager-selection consulting, and a math-based ETF model program, emphasizing multi-asset ETF allocations, regular rebalancing, and performance reporting.
Robert B
ChFC®, Series 63, Series 66
Birmingham, AL
BHK Investment Advisors
Robert Barnett is a ChFC® credentialed financial advisor with 34 years of industry experience, currently serving at BHK Investment Advisors since 2011. He holds Series 63 and Series 66 licenses and is based in Birmingham, AL. BHK Investment Advisors manages approximately $756 million in client assets, offering portfolio management, investment consulting, ETF-based global portfolio strategies, and retirement plan consulting to individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm employs a mathematics-based asset allocation approach within its BHK-GPS program and provides both discretionary and non-discretionary account management.
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