Overview
- Headquarters
- Apex, NC
- Total Firm Assets
- $135 million
- Average High-Net-Worth Client Portfolio Size
- $1.4 million
- Stated Minimum Account Size
- $10,000
Fee Disclosure
Source: BSG ADV PART 2A (2026-07-01) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 2.00% |
| $1,000,001 | and above | 1.25% |
Stated Minimum Annual Fee: $50
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $70,000 | 1.40% |
| $10 million | $132,500 | 1.32% |
| $50 million | $632,500 | 1.26% |
| $100 million | $1,257,500 | 1.26% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 63.46%
- Number of High-Net-Worth Clients
- 63
- Total Client Accounts
- 676
- Discretionary Accounts
- 676
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 297243
- BSG ADV PART 2A (2026-07-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗