Gal
Perlmutter
Bfc Planning, Inc
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About this Advisor
Gal Perlmutter is a financial advisor based in Austin, Texas, working with Bfc Planning, Inc. Gal has previously held positions at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Berthel Fisher & Company Financial Services, Inc, and Bfc Planning, Inc. Gal has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Gal is part of Bfc Planning, Inc, which operates out of Austin, Texas. The firm has 135 offices and 200 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bfc Planning, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,839,208,077
200
8,749
$210,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gal Perlmutter Work History
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Disclosures
Please visit the SEC profile of Gal Perlmutter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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