Bg America LLC
Answer a few questions and
get matched with an advisor.
Learn more about Bg America LLC
Overview
Bg America LLC is a financial advisory company that has its headquarters in New York, New York. It oversees $2.0 billion in assets under management over one customer account, making it one of the biggest investment advisory firms in the country by assets under management (AUM). It has a small group, including 5 financial advisors. Bg America LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as options, stocks and bonds.
Bg America LLC oversees all of the company's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments for the client's account without requiring the customer's permission. The company manages about $2.0 billion for each client account. The typical advisor at Bg America LLC administers fewer than one client account, making it one of the most individualized advisor firms in the country.
Bg America LLC's headquarters is at 295 Madison Avenue, New York, New York 10017.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bg America LLC by the Numbers
$2.0 billion
5
1
$2.0 billion
Fee Structure
Fees for financial management depend on which service is provided. Fees charged by the firm likely are comprised of any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Bg America LLC caters to pooled investment vehicles. Bg America LLC's biggest client type by number of accounts is pooled investment vehicles. Around 100% of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Bg America LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.