Stephen Colodny is a CFP-designated registered investment advisor at Bbr Partners, LLC, based in New York, NY, with 8 years of industry experience. Stephen 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 1,901 clients with $31B 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 $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are customized for balances over $100 million.
Fee Estimator
Location
55 East 52nd Street, 18th Floor, New York, NY, 10055
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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 →Employment History
Current Registrations
Bbr Partners, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Vanguard Marketing CorporationBroker
State Registrations2 states
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