Hello and welcome to Burgeón Group Inc. (BGI) !
I'm Jeremy Bailey, and I founded BGI to serve you by providing investment management for you and your family.
You work hard for you money, and it represents your future. I understand.
You're busy and lead a complex life. I understand that too.
To serve you best, BGI offers portfolio selection and management customized for you. Everyone is unique and so is your financial situation.
We take the burden of choosing investments off your shoulders and put it on ours.
As a professional investor, it's my job to find, analyze, select, and purchase investments that meet the requirements laid out in the Individual Investment Plan that we design together.
Some of the factors that go into my investment selection process are: macro, fundamentals, outlook, valuation, management, and more.
What's it like to sign up as a client? Well, the process looks like this:
- I will personally contact you to discuss your personal situation and together we will determine if BGI is a good fit for you.
- Finally, you will be provided a contract with BGI to review and sign, applications to open a brokerage account with our custodian Scottrade, and disclosure documents for your review and for your records.
- To move forward, we will do a thorough review of your financial situation, including assets and income, to figure out our starting point.
- Once we have the basics covered, together we will develop an appropriate investment plan to follow, with specific investment strategies that BGI will implement.
What fees to we charge, and how are they calculated?
- First, there are absolutely no fees for signing up as a client, including my initial consultation with you, the inventory of assets and income, and preparation of the Individual Investment Plan, all of that is free.
- Second, the only fees that BGI charges clients is a Assets Under Management Fee (AUM Fee). This fee is calculated as a percentage of AUM and is paid quarterly in arrears.
Still have questions? I'm happy to address any questions or concerns you have. All you have to do is click my email address below to send me an email, and I'll reach out to you. Please don't hesitate, let's have a chat.