BBN Management is an investment management firm that focuses on capital appreciation. BBN offers separately managed accounts and manages a private fund. BBN invests primarily in publicly-traded common stocks, closed-end mutual funds, preferred stocks, undervalued equities, and special situations. BBN does not offer financial planning services or customized investment strategies, and clients generally may not impose restrictions on investments.
Assets Under Management$11M
Clients30
Advisors1
Avg. per Client$350K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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