B&E Investment Advisers offers investment advice, securities, insurance, and financial planning services. They focus on comprehensive financial plans, retirement planning, and business transition planning. Asset management is provided on a non-discretionary basis, often through third-party asset managers. B&E works with individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, corporations, municipalities, and small businesses.
Fee Structure
B&E Investment Advisers typically charges 1% annually for managing your investments, billed at 0.25% per quarter. However, when using a third-party money manager like Valmark Advisers, the total fee you pay will be the sum of B&E's advisory fee and the third-party manager's program fee. For example, with Valmark's TOPS or ACCESS Plus programs, the total fee is 1.25% annually on the first $1,000,000 and 1.20% on amounts above that. B&E has the discretion to negotiate any B&E fees.