BIG Investment Services

Financial Advisor in Kent County, DE

Firm Info
Address: 450 Kings Hwy NE, Dover, DE 19901, USA
Phone: (302) 734-7526

Firm Size
Assets Under Management: $227 million
# of Advisors: 1
# of Clients: 1,136
Client to Advisor Ratio: 1136:1
Average Account Size: $199,803
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

* required fields

Big Investment Services Overview

Big Investment Services is an investment advisory firm that offers fee-only financial planning services to clients. Established in 2018, the firm is based in Dover, DE and specializes in investment advice only. Big Investment Services offers a host of services that include portfolio management for individuals and small businesses as well as pooled investment vehicles. As a fee-only firm, Big Investment Services does not sell products or accept commissions, ensuring that their advice is unbiased and in the best interest of their clients. The firm provides personalized financial planning services to help their clients achieve their financial goals. Additionally, Big Investment Services offers portfolio management services tailored to each client's unique investment objectives and risk tolerance. Whether you're an individual investor or a small business owner, Big Investment Services can guide you through the complex world of finance with confidence. Their team of experienced advisors is dedicated to providing comprehensive investment advice that puts your financial success first. With Big Investment Services, you can rest assured that your financial future is in capable hands.

Big Investment Services is a prominent financial institution that caters to a diverse clientele. The firm caters to individuals, high net worth individuals, pension and profit-sharing plans. Clients from all walks of life rely on the services provided by Big Investment Services to achieve their financial aspirations, whether it be managing their investments or planning for retirement. The firm operates with exceptional professionalism and utmost care to ensure clients' expectations are met. When it comes to compensation, Big Investment Services offer multiple fee structures to accommodate every client's specific needs. The most popular method is the percentage of AUM (Assets Under Management) model. This fee structure means that clients will pay a certain percentage of their total portfolio managed by the firm. This pays the firm for their time and expertise, offering an incentive to work hard to deliver returns. There are higher fees for managed portfolios than for advisory services, reflecting the additional effort required to actively manage investments. The firm also offers other fee arrangements, including hourly fees, fixed fees, and retainer fees depending on the client's preferences and complexity of their investment strategy. Big Investment Services strives to be transparent and provide clients with a clear understanding of their fee structures, ensuring that they receive the best value for their investments.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, BIG INVESTMENT SERVICES has a minimum account size requirement of $250,000. However, the firm states that they may waive this requirement at their discretion.

How This Office Can Help Kent County, DE Residents

BIG Investment Services is a financial advisory firm that provides personalized investment solutions to clients in Kent County, DE. They specialize in creating investment portfolios that are aligned with their clients' financial goals and objectives. They provide individualized advice on retirement planning, estate planning, and tax-efficient investment strategies that help clients maximize their returns while minimizing risk. Being a rural area, Kent County, DE, has its unique financial challenges. Many people in the area may struggle with debt, have limited access to financial services or have modest income streams. As a result, BIG Investment Services take an inclusive approach to provide tailored financial advice. They look into the clients' income levels to give them practical investment solutions. They work to create investment opportunities that fit people with different investment capabilities, including investments in stocks, bonds, mutual funds or exchange-traded funds (ETFs). Their mission is to help clients navigate the complex financial environment and build long-term financial security.

To view the Minimum Investment and Fee Schedule for Big Investment Services, visit their Part 2 Brochure.

Services Offered by Big Investment Services

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Big Investment Services most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 450 Kings Hwy NE, Dover, DE 19901, USA
Phone (302) 734-7526
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Big Investment Services is registered to service clients in the following states:

  • Delaware
  • Florida
  • Maryland
  • North Carolina
  • Pennsylvania
  • Texas
  • Virginia

Disciplinary History

Big Investment Services does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs