B6 Capital offers financial planning and investment advice to individuals. They analyze your financial situation, goals, and risk tolerance to create a customized investment plan. B6 Capital does not manage your investments directly; you make the investment decisions. One of their advisors is also licensed to sell insurance, which could create a conflict of interest.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Written Financial Plan: $1,500 - $3,500, depending on the complexity of your financial situation. This includes gathering data, preparing the plan, and presenting it to you.
- Consulting and educational services: $195 per hour.
One-Time Plan:$1,500 - $3,500
Hourly Rate:$195/hr
Loading...