Bhk Investment Advisors

BHK Investment Advisors, LLC is a Registered Investment Adviser established in 2006, offering investment advisory services through various programs tailored to clients' goals and objectives. The firm's investment strategies include income-oriented, growth-oriented, balanced, and diversified mutual funds and ETFs. BHK acts as a fiduciary for retirement plan accounts, ensuring advice is in clients' best interests. Fees for BHK Investment Advisory range from 0.25% to 1.00% based on account value, payable quarterly. BHK Investment Consulting fees start at 1.00% for the first $5,000,000 and decrease based on account value. BHK Global Portfolio Strategies fees range from 0.25% to 1.00% per year. BHK Retirement Plan Consulting fees are negotiable and based on assets and services provided. The firm does not charge performance-based fees and serves various clients, including individuals, corporations, and charitable institutions. BHK emphasizes risk management and client communication, with quarterly performance reviews and annual client meetings. Clients retain voting rights for securities held in their portfolios, and BHK does not vote proxies on their behalf. The firm maintains strict privacy policies to protect clients' personal information. For more details, visit www.bhkllc.com or contact (205) 322-2025.