Transparent, competitive fee structure
BFS offers a transparent, competitive "fee for service" pricing structure to ensure you know exactly what you'll pay and the services you can expect prior to any work being undertaken.
The initial consultation with a BFS Advisor is free. If after this you decide to proceed further, you will be charged a fixed fee for research and preparation of a Statement of Advice (SOA). The fee for developing the SOA is agreed up-front and is determined by the complexity of your investment structures and the number and type of investments advised upon.
The fee for ongoing investment advice is set at a fixed dollar amount. The ongoing advice fee is agreed in advance each year and is dependent on the level of assets managed and the frequency of contact required to service your investments.
Our Advisors commit to ensuring you remain well-informed allowing you to make timely, prudent investment decisions. Our aim is to provide proactive support and well-researched advice in order to ensure that your investment strategy continues to be aligned to your financial goals.
Full details of the BFS Pricing Policy are provided in the BFS Financial Services Guide.