BBK Wealth offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. BBK also provides financial planning services covering investments, insurance, estate, retirement, cash flow, taxes, college, and debt. They may offer educational seminars. BBK primarily recommends ETFs but may use other securities for diversification.
Assets Under Management$37M
Clients84
Advisors2
Avg. per Client$440K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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