Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
The annual fees are negotiable, prorated and paid in arrears on a monthly basis.
Fee Estimator
For investment management, the standard advisory fee is based on the market value of the account. For clients with $500,000 or more in assets under management with BBFF, ongoing comprehensive financial planning services are offered at no additional cost. The minimum annual fee for ongoing financial planning services combined with investment management is $5,000. Project-based financial planning fees range from $3,000 to $5,000. Ongoing financial planning has an upfront charge of $1,000 and a minimum annual fee of $5,000, not to exceed $24,000 per year. Hourly financial planning is offered at $400 per hour.
Areas of Practice
Advisor Information
Office location
2831 St Rose Pkwy, Suite 200, Henderson, NV, 89052
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