MBB Advisory offers tailored financial planning covering cash flow, debt management, risk management, employee benefits, retirement, education, tax, estate, and divorce planning. They also provide investment consultation and portfolio management services, potentially recommending sub-advisors. MBB Advisory creates customized portfolios based on your risk profile, goals, and any restrictions you may have.
Assets Under Management$11M
Clients8
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fee includes sub-advisor fee, if applicable. Fees are negotiable for associates and their family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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