MBB Advisory is a registered investment advisor based in New York, founded in 2019 by Margaret Browning. The firm provides wealth management services, which combine continuous investment management with personalized financial planning. MBB Advisory builds customized, diversified portfolios tailored to each client's specific risk tolerance, time horizon, and objectives, investing in mutual funds, exchange-traded funds, individual stocks, and bonds on a discretionary basis. Alongside portfolio management, MBB Advisory offers broad-based or modular financial planning covering cash flow analysis, debt management, risk management, employee benefits, retirement planning, education funding, tax strategies, estate planning, charitable giving, and divorce planning at no additional fee. The firm operates as a fee-only practice, meaning compensation comes solely from client fees without commissions or product markups.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Published fees are negotiable. Accounts from the same household are aggregated for fee discounting.