BMS Financial Advisors, LLC is a small investment advisory firm located in Rapid City, SD. With one office, they have established themselves as a trusted financial partner in the region. Led by a team of experienced professionals, BMS Financial Advisors provides comprehensive investment advisory services to a diverse clientele.
With a total of 10 employees, BMS Financial Advisors boasts a knowledgeable team, with four dedicated investment advisors. These advisors collectively manage an average of $46,640,000 in assets under management, which aligns with the industry average. Their compensation structure is flexible, offering a variety of options including a percentage of assets under management, hourly charges, and fixed fees.
The firm has developed expertise in managing employer 401Ks and individual assets, with approximately half of their assets under management coming from these sources. With over 820 individual clients and a staggering $387,987,000 in assets under management, BMS Financial Advisors has gained a solid reputation in the field.
A notable aspect of their services is that 98% of the assets they manage are discretionary, indicating a high level of trust and confidence from their clients. Among their team, BMS Financial Advisors boasts advisors with extensive tenure, including Jarrett Apa, Douglas Maher, and Hugh Boyle, who bring a wealth of experience to the firm.
BMS Financial Advisors, LLC is committed to providing personalized and strategic financial guidance to help their clients achieve their investment goals. Through their expertise and dedication, they have established themselves as a reputable firm in the financial advisory industry.