Your financial life is complex enough—your investment strategy shouldn't be. We cut through the Wall Street noise with a streamlined, evidence-based approach designed to help you build lasting wealth while staying true to your goals.
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At BKFi, we believe markets are efficient. This means they rapidly reflect public information, making stock picking or active fund management unlikely to add meaningful, long-term value. Instead, we advocate for Strategic Asset Allocation: setting high-level targets for various asset classes and periodically rebalancing to those targets.
Our approach focuses on building globally diversified portfolios that reflect our world, comprising thousands of companies across dozens of countries, through a mix of stocks and bonds, domestic and foreign, in companies large and small, across developed and developing markets.
Diversification & Risk Management
Portfolios are aligned with your risk tolerance and timeline.
Tax-Focused Investing
We know what’s on your tax return, so tax efficiency is built into every decision.
Asset Location
Strategic placement of investments across accounts to maximize long-term, after-tax returns.
Tax Loss Harvesting
Consistent portfolio monitoring to capture tax-saving opportunities. This is especially important for our clients with company stock. We look for every opportunity to offset future gains.
Behavioral Management
We provide objective guidance during market volatility.
Account Value
Up to $2M
$2M – $5M
$5M – $10M
Above $10M
Advisory Fee
1.00%
0.75%
0.50%
0.30%
As fee-only planners, our compensation comes solely from our clients. There are no hidden fees or commissions.
Download our comprehensive Investment Philosophy White Paper to learn more about our approach & pricing.