B&L Wealth Group provides financial planning, consulting, and investment management services. Financial planning covers business, cash flow, trust and estate, investment, retirement, risk management, charitable giving, distribution, tax, and education planning. Investment management includes both discretionary and non-discretionary management of investment portfolios, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. B&L Wealth Group tailors its services to individual client needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.20% |
| $1.0M - $3.0M | 0.20% |
| $3.0M - $5.0M | 0.20% |
| $5.0M - $8.0M | 0.20% |
| $8.0M - $10.0M | 0.20% |
| $10.0M - $15.0M | 0.20% |
| $15.0M - $20.0M | 0.20% |
| $20.0M - $25.0M | 0.20% |
| $25M+ | 0.20% |
In lieu of the above fee schedule, the Firm charges 0.10% for all-Treasury portfolios. Fees for assets managed in the Firm’s Flagship Strategy accounts are performance-based (20% of quarterly net gains plus a 0.20% management fee). There is also a 0.10% fee for assets under advisement or custody accounts with securities lending needs. The Firm charges a one-time fixed fee for international relationships or international custody accounts between $2,000 and $10,000.