BFG Wealth Management generally requires a minimum of $500,000 in total investable assets to establish a new client relationship. This minimum applies to the overall client relationship rather than to each individual account.Account values may subsequently fall below this amount due to market fluctuations, distributions, withdrawals, or other circumstances. BFG Wealth Management may, at its discretion, continue to manage relationships that fall below the stated minimum or determine that the relationship is no longer appropriate based on the circumstances.

We support a wide range of taxable and retirement accounts, including individual, joint, trust, corporate, and other entity accounts. We also support Traditional, Roth, SEP and SIMPLE IRAs, inherited IRAs, custodial accounts, IRA transfers, and 401(k) and other employer-sponsored retirement plan rollovers.If you have multiple account types, BFG Wealth Management can manage them as part of a coordinated investment strategy based on your overall financial situation.

Your assets are held in brokerage accounts in your name at Charles Schwab & Co., Inc., an independent custodian. BFG Wealth Management manages your investments and provides investment advice, while Schwab maintains custody of your assets and provides brokerage and related custodial services.You maintain direct ownership of your accounts and receive account statements and other communications directly from Schwab.

BFG Wealth Management primarily serves U.S.-based clients. We may be able to work with clients residing outside the United States depending on their country of residence, citizenship, account type, and applicable regulatory and custodial requirements.International relationships are considered on a case-by-case basis.

Getting started begins with a conversation about your current investments, financial circumstances, and what you want your portfolio to accomplish. We will discuss BFG Wealth Management's approach and determine whether our services are a good fit for your needs.If you decide to move forward, we will help establish the appropriate accounts at Charles Schwab, coordinate the transfer of your existing assets, and begin implementing your investment strategy.