Blakeslee & Blakeslee Financial Advisers (BBFA) provides investment and management options through both registered investment advisor and broker/dealer services. BBFA offers integrated portfolio management and financial planning, retirement plan consulting, and standalone financial planning. Investment plans are implemented through Charles Schwab. BBFA uses fundamental analysis, modern portfolio theory, and quantitative performance metrics to review portfolios quarterly.
Assets Under Management$310M
Clients727
Advisors9
Avg. per Client$420K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees are negotiable for amounts over $2,000,000. Fees may be reduced by 0.05% for non-wrap accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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