Back Bay Financial Planning & Investments (BBFPI) provides investment management and financial planning services. BBFPI develops investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. BBFPI may recommend outside investment managers. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. BBFPI also offers fee-based annuities.
Assets Under Management$110M
Clients86
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 0.75% |
| $1.5M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fees are negotiable. The above fee schedule also applies to fee-based insurance products.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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