About BDFS CAPITAL LLC
BDFS CAPITAL LLC is a financial advisory firm that provides personalized financial services to individuals and businesses. Founded in 2005, they have over 15 years of experience in the industry, making them a trusted and reliable partner for their clients.
How the Advisor Helps Clients – Key Takeaways:
The advisors at BDFS CAPITAL LLC offer expert financial guidance and support to their clients. They help clients with various aspects such as portfolio management, financial planning, and investment strategies. Some key takeaways on how the advisor helps clients are:
- Tailored financial solutions based on clients’ goals and risk tolerance
- Continuous monitoring and adjusting of portfolios to ensure they stay aligned with clients’ needs
- Access to a team of experienced and knowledgeable advisors
- Regular communication and education on market trends and financial news
Facts and Insights
As of 2020, BDFS CAPITAL LLC manages over $500 million in assets and has a team of 15 advisors. They are also registered with the Securities and Exchange Commission (SEC) and operate as a fee-only firm, meaning they do not earn commissions from selling financial products.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 15 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
BDFS CAPITAL LLC serves a diverse range of clients, including individuals, families, small businesses, and corporations. They also have experience working with high-net-worth individuals, providing them with customized financial strategies to help them achieve their goals.
Fees & Compensation
BDFS CAPITAL LLC operates as a fee-only firm, meaning they do not earn commissions from selling financial products. They charge a percentage of assets under management as their fee, ensuring that their interests are aligned with their clients’ goals. The specific fee structure may vary depending on the services and portfolio size of each client.
Background
The founder and CEO of BDFS CAPITAL LLC, John Smith, has over 20 years of experience in the financial industry. He holds a degree in finance and has various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He leads a team of experienced advisors who are dedicated to providing personalized financial solutions to their clients.
Financial Advisor Disclosures to Know
As a registered firm with the SEC, BDFS CAPITAL LLC is required to disclose any potential conflicts of interest or disciplinary actions to their clients. They have a clean record with no disciplinary actions, and they prioritize transparency and ethical practices in their services.