BBR Partners, LLC provides investment advisory services primarily to wealthy families, individuals, and related entities such as trusts and foundations. BBR Partners, LLC develops customized strategic asset allocations, conducts due diligence on third-party managers across traditional and alternative investment strategies, selects managers to implement portfolios, and provides ongoing monitoring and comprehensive reporting. The firm acts as a manager of managers, allocating client assets across equity and fixed income separate accounts, mutual funds, exchange-traded funds, and private investment funds. BBR Partners, LLC also offers access to proprietary private investment vehicles and a closed-end management investment company designed to provide greater diversification and access to specific strategies.
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 for balances over $100 million are customized. Fees may vary based on asset size, client circumstances, and account complexity. The firm enforces a $325,000 minimum annual fee associated with its $50 million account minimum.