BBAE Advisors is a digital investment advisory firm offering investment management services through its BBAE MyAdvisor Program, a wrap fee program. BBAE offers personalized asset allocation with choices among different portfolios of smart beta portfolios of individual stocks. BBAE aims to create customized portfolios that align with each client's specific risk tolerance and financial objectives.
Assets Under Management$810K
Clients95
AdvisorsN/A
Avg. per Client$8.5K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
BBAE may negotiate fees for certain client accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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