Assets Under Management
$31.2B
Number of Clients
1,901
Number of Advisors
52
Average Client AUM
$16.4M
AUM per Advisor
$599.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
BBR Partners, LLC provides investment advisory services to wealthy families and individuals. Services include strategic asset allocation, manager due diligence and selection, ongoing investment monitoring, and comprehensive reporting. They allocate client assets across traditional and alternative investment managers and strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | Included |
Fees are customized for balances over $100 million.
55 East 52nd Street, 18th Floor, New York, NY, 10055