BBK Wealth manages investment portfolios and provides personalized financial planning for individuals, small businesses, and high-net-worth clients. BBK Wealth creates an Investment Policy Statement for each client to guide portfolio construction based on individual goals, time horizons, and risk tolerance. Investment strategies primarily utilize exchange-traded funds, mutual funds, fixed income securities, equities, and annuities, with long-term trading approaches. The firm also offers specialized cryptocurrency planning and investment management. Educational seminars and speaking engagements on personal finance and leadership are also available.
Assets Under Management$63M
Clients94
Advisors2
Avg. per Client$670K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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