AB
AB

Andrew Bellamah

12 Years of Experience
Broker

Andrew Bellamah is a registered investment advisor at Bnb Wealth Mangagement, LLC, based in Silver Spring, MD, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 519 clients with $250M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
519 clients
Average Client Portfolio
$486K average
Assets Under Management
$252.0M

Fee Structure

BNB Wealth Management offers investment management services for a fee calculated as a percentage of the assets they manage. The maximum annual fee is 1.75%. This fee covers investment advice, trade execution, custody, and reporting. The fee is negotiable and may vary based on the complexity of the client's situation, the amount of assets managed, and other factors. The fee is paid quarterly in arrears.

Loading...

Location

8730 Georgia Avenue, Suite 500, Silver Spring, MD, 20910

Get directions

History

Regulatory History
Clean regulatory record

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

Andrew is an investment advisor representative at BNB Wealth Management LLC, dedicating nearly full-time hours to client contact, portfolio management, and financial planning. He also serves as CEO of SalonRenter, spending minimal time launching and operating the website, and manages properties for 4557 Northgate, LLC and Bench Partners, dedicating minimal time to each.

Employment History
Current Registrations
Bnb Wealth Mangagement, LLC
April 2014 - Present · 12 yrs
Capitol Securities Management, INC.
March 2014 - Present · 12 yrs 1 mo
Capitol Securities Management, INC.Broker
March 2014 - Present · 12 yrs 1 mo
Previous Registrations
Capitol Securities Management, INC.
April 2014 - December 2015 · 1 yr 8 mos
State Registrations7 states
DCFLGAMAMDNYVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.