If I become a client, will BBFA charge me a set-up fee?

No.  Some firms choose to charge their clients a set-up or onboarding fee, which is designed to compensate them for taking the time to “get to know” their new client, develop an investment plan, and then prepare the paperwork necessary to open their new account(s).   BBFA does not charge a fee for the initial consultation or the onboarding process.