BBFN Wealth Management provides financial planning and investment management services to individuals, high net worth individuals, and small businesses. Financial planning covers cash flow, debt management, risk management, employee benefits, education planning, retirement planning, Social Security strategies, tax planning, estate planning, divorce planning, special needs planning, and business consultation. Investment management employs Core + Satellite, active or passive strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees are negotiable and may be waived or discounted for associates, family members, special circumstances, and pre-existing relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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