Braun-Bostich & Associates (BBA) offers investment advice and financial planning to individuals, high-net-worth individuals, trusts, estates, retirement plans, and charities. BBA creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. They may also recommend real estate investment trusts (REITs). BBA also offers financial planning services covering areas like retirement, savings, and education.
Assets Under Management$250M
Clients269
Advisors4
Avg. per Client$930K
Avg. per Advisor$62M
Fee Structure
Minimum Annual Fee:$11,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $35.0M | 0.40% |
| $35M+ | 0.35% |
The Advisor generally requires a minimum annual fee of $11,000. Accounts with under $500,000 in AUM will be charged an annual fee of 1.35%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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