Bg Financial Advisors, LLC
Bg Financial Advisors, LLC (CRD# 167309) is a financial advisory firm headquartered in Beaufort, SC. They manage $9,235,835 in 18 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$513,102
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, SC, TX
Robert Green (CRD# 705199) is an Investment Advisor Representative working at Bg Financial Advisors, LLC in Beaufort, SC and has over 33 years of experience in the finance industry.