B Hive Financial provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring strategies to client goals and risk tolerance. Financial planning includes full financial plans and consultation services covering various financial topics. B Hive does not participate in wrap fee programs.
Assets Under Management$670K
Clients4
Advisors1
Avg. per Client$170K
Avg. per Advisor$670K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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