We provide retirement planning services in the Jacksonville Ponte Vedra Beach and Nocatee areas by incorporating our unique investment management style into our clients’ comprehensive financial plans.
At B&C Financial Advisors, our primary goal when managing your assets is to preserve your hard-earned capital. Our second goal is to grow and manage your portfolio using a risk profile (“asset allocation”) that is personalized to fit your unique circumstances and help you reach your financial goals. As fee-only financial advisors, we do not earn commissions by selling you “fancy” financial products. We build you your own “mutual fund,” professionally managed for your specific needs using individually-owned assets.
Comprehensive Financial Planning
As a valued B&C Financial Advisors client, we understand your personal financial situation is unique and should be treated as such. Here you will receive objective financial advice from our team of Certified Financial PlannersTM and an Accredited Wealth Management AdvisorSM, who will work with you to establish your financial needs and goals, as well as a comprehensive plan to help you get there. Below are the steps we take with you to develop your personalized plan:
Types of Managed Accounts
|Investment Goal||% IN EQUITIES||% IN FIXED INCOME|
|Growth||65% OR MORE||35% OR LESS|
|Balanced||40% – 65%||60% – 35%|
|Conservative||40% OR LESS||60% OR MORE|
|MARKET VALUE OF ASSETS|
|UP TO $500,000||1.50%|
|$500,001 – $1,000,000||1.25%|
|$1,000,001 – $5,000,000||1.00%|
|$5,000,001 AND ABOVE||0.75%|