Debra Bonseigneur is a registered investment advisor at Bmb Advisers LLC, based in Los Angeles, CA, with 26 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 34 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BMB Advisers offers direct investment management services with fees based on a percentage of the value of your portfolio.
For mutual fund and ETF accounts, the fees are:
- Up to $1,000,000: 1.00% per year
- $1,000,000 to $5,000,000: 0.75% per year
- $5,000,000 to $20,000,000: 0.60% per year
- $20,000,000 to $100,000,000: 0.40% per year
- Over $20,000,000: 0.25% per year
For equity accounts, the fees range from 1.00% to 1.50% for portfolios $1,000,000 and below.
For fixed income accounts, the fees are:
- $20,000,000 and below: 0.40% - 0.60%
- Over $20,000,000: 0.25%
Alternatively, clients may negotiate a fixed annual fee for ongoing portfolio management services, ranging from $4,000 to $500,000. All fees may be negotiable.
Location
11100 Santa Monica Blvd., Suite 400, Los Angeles, CA, 90025
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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.
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Debra is a shareholder/officer at Freedman, Broder & Company Accountancy Corp, an accounting practice, since 1986. She works full-time for the accounting practice while simultaneously providing services to BMB Advisers, Inc.
Employment History
Current Registrations
Bmb Advisers LLC
State Registrations1 state
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