Robb Parlanti is a CFA-designated registered investment advisor at Blbb Advisors, based in Montgomeryville, PA, with 13 years of industry experience. Robb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,515 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Less 15% for charitable clients. Investment management fees for qualified retirement plan clients are generally charged at an annual rate of 0.50% but can vary based on the size and complexity of the plan. The highest fee rate currently in effect is 1.50%.
Fee Estimator
Location
103 Montgomery Avenue, Montgomeryville, PA, 18936
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robb is an Investment Committee Member for Overbrook School for the Blind and a Finance Committee Member for Visitation Blessed Virgin Mary Church. Both roles require minimal time and do not occur during trading hours.
Employment History
Current Registrations
Blbb Advisors
Previous Registrations
Burke, Lawton, Brewer & Burke, LLCBroker
State Registrations1 state
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