Vishria Bird Financial Group, LLC

Vishria Bird Financial Group, LLC is a registered investment adviser with the SEC, established in January 2018. The firm specializes in providing investment management services, financial planning, and pension consulting. They manage over $534 million on a discretionary basis and $64 million on a non-discretionary basis. Clients receive individually tailored investment portfolios based on their goals and risk tolerance. The firm charges an annual advisory fee based on assets under management, ranging from 0.50% to 1.50%. They do not offer performance-based fees. VBFG primarily practices passive investment management and uses fundamental and cyclical analysis for investment decisions. Clients have the option to impose restrictions on investments. The firm acts as a fiduciary, putting clients' interests first. Clients receive quarterly reviews of their accounts and trade confirmations from the custodian. VBFG does not vote on client proxies. The firm maintains discretion over client accounts and may participate in block trading. Clients have the right to limit the sharing of their personal information, and VBFG takes measures to protect client data. They provide an annual Privacy Notice and update clients on any changes to their Privacy Policy.