BFI Wealth Solutions, LLC

Overview

BFI Wealth Solutions, LLC is an independent, SEC-registered registered investment adviser that provides fee-based portfolio management primarily for individuals and small businesses. The firm charges a percentage-of-AUM advisory fee and markets itself to individual and family clients. Its advisory scope is centered on discretionary portfolio management; most of the firm’s assets are managed on a discretionary basis. BFI does not identify as an ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator. The firm lists an industry affiliation with an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives