Charles Allen Birbara

Sb Advisory, LLC

29 Years of Experience

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Firm Information

Sb Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

31 advisors

Number of Clients

1,045 clients

Average Client Portfolio

$274K average

Assets Under Management

$285.9M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.50%
$500K - $1.0M	2.00%
$1.0M - $2.0M	1.75%
$2.0M - $5.0M	1.50%
$5M+	1.25%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:Up to $15,000

Hourly Rate:$600/hr

SB Advisory charges fees for portfolio management based on the amount of assets they manage for you. These fees are negotiable, but can be up to 2.50% annually. The firm also offers financial planning services, with comprehensive plans costing up to $15,000 or 1% of assets covered, limited planning at $600/hour, and hourly consulting also at $600/hour. Transaction fees may apply for accounts in the RBC program. The firm's affiliate may receive compensation through mark-ups and revenue sharing arrangements with RBC.

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Areas of Practice

Retirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning

Advisor Information

Office location

West Hartford, CT

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Regulatory History (1)

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