Babb Wealth Advisors manages investment portfolios and provides ongoing financial planning services. The firm uses a passive, diversified investment approach, focusing on factor-based investing and modern portfolio theory, while incorporating fundamental analysis. Services are tailored to each client's goals, time horizon, and risk tolerance, and include assistance with estate planning, insurance, taxes, and retirement income. Babb Wealth Advisors works primarily with individuals, high-net-worth clients, corporations, and retirement plans.
Assets Under Management$210M
Clients347
Advisors3
Avg. per Client$600K
Avg. per Advisor$70M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable. For the first $250,000, the annual fee is a fixed $2,500 billed quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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