B Hive Financial offers discretionary asset management and financial planning services tailored to individual client goals, time horizons, and risk tolerance. For investment management, B Hive Financial builds and monitors customized portfolios based on a tiered fee structure linked to the value of your portfolio. In addition to managing investments, B Hive Financial provides comprehensive financial planning covering retirement strategies, cash flow analysis, risk management, tax reduction strategies, and estate preservation, as well as hourly consulting for specific topics. B Hive Financial primarily serves individuals, high net worth individuals, and small to medium-sized business entities without requiring a minimum investment to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.22% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
Fees are negotiable based on historical relationships, asset types, related accounts, and other criteria.