MB3 Consulting LLC offers portfolio management services based on individual client goals and risk tolerance. MB3 also provides business and family office services, including bookkeeping, payroll, financial statement preparation, and asset purchase/sale oversight. MB3 may direct clients to third-party investment advisors and generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities and ETFs.
Assets Under Management$59M
Clients83
Advisors1
Avg. per Client$700K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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