B&E Investment Advisers offers personalized asset management, comprehensive financial planning, retirement planning, and business transition strategies. Founded in 1985 and based in Wayzata, Minnesota, the registered investment advisor works with individuals, high net worth clients, trusts, estates, charitable organizations, and small businesses. B&E Investment Advisers primarily builds customized portfolios using third-party money managers and exchange-traded funds, mutual funds, stocks, and bonds. The firm takes a holistic approach to wealth building and preservation, emphasizing goal-setting, modern portfolio theory, and rigorous fundamental analysis. B&E Investment Advisers operates on a non-discretionary basis, meaning clients must approve all trades and investment changes before they are executed. In addition to personal wealth management, the firm provides pension consulting services for small business retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.20% |
Includes a 1.0% B&E advisory fee combined with Valmark Advisers program fees (0.25% up to $1M, 0.20% above $1M). Fees and account minimums are negotiable.