Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BNB Wealth Management charges a negotiable annual fee, with a maximum of 1.75%, based on assets under management. This fee covers investment advisory services, trade execution, custody, and reporting. Financial planning fees range from $150 to $500 per hour. A one-time Portfolio Analysis and Review (PAR) fee may also be charged, ranging from 0.00% to 0.75%.
Areas of Practice
Advisor Information
Office location
8730 Georgia Avenue, Suite 500, Silver Spring, MD, 20910
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew owns and manages BNB Wealth Management LLC, a registered investment advisory firm, dedicating nearly full-time hours to it. He also manages several commercial properties and LLCs, spending minimal time on each.