FBD Asset Mgmt. offers investment advice and manages investments for individuals. The firm works with clients to determine suitable investments, which may include CDs, government treasuries, ETFs, and mutual funds offered by an affiliated advisor. FBD manages portfolios on a discretionary basis, but will consider non-discretionary agreements. Clients can place reasonable restrictions on investments.
Assets Under Management$49M
Clients96
Advisors1
Avg. per Client$510K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees and required account size to attain a certain fee level may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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