Wealth Accumulator

Program Highlights

• Online profile questionnaire to provide insight into your risk tolerance and capacity to help determine your proper investment strategy
• Low cost, globally diversified investment portfolios built on the same philosophy as the firm’s custom asset allocation models available to our institutional clients
• No account service fees, trading commissions, or custody fees are charged by the custodian
• Automated investment engine through which accounts are automatically rebalanced
• View real-time balances, performance, historical charts, and run reports for all of your Wealth Accumulator accounts in one place with our Client Portal and through access to the Charles Schwab & Co., Inc. (“Schwab”) website and mobile app
• Quarterly Newsletters including current topics on the markets, financial planning, and investing

Accessible

We take pride in meeting client needs in a timely and professional manner. We can be reached by phone, email, or mail to answer questions regarding client accounts and investments.

BFSG clients have 24/7 online access to view real-time account balances and performance. As assets grow, BFSG offers both digital and in-person portfolio reviews to help assess investment performance, adjust financial goals and targets, and answer questions.

 

Please download the following handouts that describe the program and offer step by step directions:

Wealth Accumulator Brochure
Enrollment Guide

 Program Key = YQKX

 

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