B1 Financial provides financial planning services to evaluate a client's financial situation, goals, and risk tolerance. They offer advice on financial and cash management, risk management, estate planning, tax issues, retirement planning, insurance, and education funding. B1 Financial also offers traditional asset allocation-based portfolio management services on a discretionary basis, tailoring portfolios to meet client needs and investment objectives. They also manage the Mastermind Debt Fund, LP for qualified clients.
Assets Under Management$40M
Clients72
Advisors3
Avg. per Client$550K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual management fee is 2.00% and is negotiable based on the size of the client’s account. This fee applies to both traditional asset management and the Mastermind Debt Fund, LP.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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