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Financial Advisor   

$170,000 AUM | $1.7MM GDC in San Antonio, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

28% Comm
72% Fee

General

Location
San Antonio, TX, US
12 Month Gross Revenue
$1,658,300
Number of Accounts
600
Avg Client Age
50

Overview

We are an employee services and consulting firm providing HR support to private business owners including payroll, HR consulting, employee benefits and retirement plans.

We also have an individual planning area that offers financial planning, investment management and business planning for our clients. The insurance percentage shown in the breakdown below is primarily related to the employee benefit revenue which comes through level commissions on premiums paid.

BFG is based in San Antonio. We have three partners who have areas of specialty in the different areas of service we offer. We have been experiencing significant growth in the last three years and we are targeting clients based in Texas.

 
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