B & B Financial Planning Co., Inc. offers financial planning and investment management services. They work with clients to define financial goals and develop strategies to achieve them, including cash flow management, tax planning, risk review, investment management, education funding, retirement planning, and estate planning. B & B's investment service and investment discretion are solely at the discretion of B & B Client’s investment ideas or desires and are not only accepted but readily welcomed.
Assets Under Management$82M
Clients117
Advisors3
Avg. per Client$700K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee schedule is fixed for the life of the contract. Special circumstances may require a lowering adjustment to the annual fee amount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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