Wealth Management with BKFi

Transparency and trust are fundamental to a successful financial planner and client relationship.

Our Pricing Philosophy:

As a fiduciary we have come up with a way for us to get paid that we think aligns us with our clients' best interests. Our aim is to provide exceptional value to our clients and be compensated for the work we do. While no pricing model is perfect, our tiered pricing allows us to serve both clients just getting stared on their journey to financial independence as well at those protecting and growing generational wealth.

The annual fees attached to your service are based on the complexity of your financial situation and the level of assets we manage for you.

Our fee is based on the value of your investible assets, starting at $1 million. Many of our clients are still on their way to that figure, so we will apply an annual fee based on the complexity listed in the calculator below for those under that minimum.

In our Discovery Call, we will identify the final price proposal that fits your household.

What you get: financial life planning, budgeting & cash flow, portfolio management, insurance review, estate planning needs analysis, multi-year exercise and sales strategies for stock options, 10b5-1 plan recommendations, retirement planning, tax planning, investment strategy, review of prior year tax returns, home purchase analysis, and so much more. Brooklyn Fi can also prepare and file your tax return (for a separate fee).

Brooklyn Fi clients find tremendous value in having their financial planning, tax preparation, and investment management taken care of under one roof. We execute a portfolio strategy for your brokerage accounts, 401(k)s, IRAs, concentrated employee stock, and more.

We know what the tax return looks like, so our investment team is able to coordinate your portfolio with your financial plan, tax situation, and goals.

If you’re on the fence…don’t hesitate. The best time of year to hire us is in the first half so we can get to know you and help you implement the financial plan before the year is over. And if it’s already the end of the year, note that we need to have a signed contract by November 15th so we have time to meet with you and plan before the holidays.