BLBB Advisors offers investment management services, including portfolio structuring, monitoring, and research, as well as personalized financial planning. Financial planning covers areas like estate planning, education funding, tax planning, retirement planning, and risk management. BLBB also provides specialized financial planning for business owners. BLBB may recommend third-party managers for certain client accounts.
Assets Under Management$2.7B
Clients1,515
Advisors16
Avg. per Client$1.8M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Less 15% for charitable clients. Investment management fees for qualified retirement plan clients are generally charged at an annual rate of 0.50% but can vary based on the size and complexity of the plan. The highest fee rate currently in effect is 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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