M & B Investment Advisors (MBIA) offers investment advice and financial planning services. MBIA invests client money in asset classes like fixed income and common stocks, using fundamental analysis. The firm may recommend third-party managers. MBIA offers services as a wrap fee and a non-wrap fee. Wrap fee arrangements are generally executed with clients for that portion of their assets under management with an independent/third party manager. All other client assets under management are generally covered under a non-wrap fee arrangement.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000.