Bobb Financial, Inc. manages investment portfolios and offers financial planning services. These services include comprehensive financial planning with investment management, modular financial planning, and a la carte financial planning. Bobb Financial also provides educational seminars and speaking engagements. Investment management involves creating tailored portfolios based on client goals, risk tolerance, and time horizon. Comprehensive financial planning covers various areas such as net worth, cash flow, insurance, retirement, college, and estate planning.
Assets Under Management$60M
Clients108
Advisors1
Avg. per Client$560K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.70% |
Fees are negotiable. Clients with more than $500,000 in Assets Under Management will have the option to receive Comprehensive Financial Planning Services at no additional charge.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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