BNB Wealth Management provides comprehensive investment management, financial planning, and consulting services to individuals, families, business owners, and retirees. Founded in 1997 and headquartered in Silver Spring, Maryland, BNB Wealth Management operates as a registered investment advisor with a focus on tailoring portfolios to individual risk tolerances, time horizons, and financial goals. The firm primarily constructs diversified portfolios using mutual funds, exchange-traded funds, and individual securities. In addition to investment management, BNB Wealth Management offers robust financial planning covering retirement, tax strategies, estate planning, insurance, and education funding. The firm provides its asset management services through a bundled wrap fee program where trading costs are covered within a single advisory fee. BNB Wealth Management emphasizes personalized service and acts as a fiduciary for its clients, maintaining a commitment to transparency and objective advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Fees are negotiable based on account complexity, asset size, and client relationship history.