Bnb Wealth Mangagement, LLC
Assets Under Management
$252.0M
Number of Clients
519
Number of Advisors
4
Average Client AUM
$486K
AUM per Advisor
$63.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BNB Wealth Management provides investment advisory and financial planning services to individuals, retirees, business owners, and high-net-worth clients. Services include portfolio management, financial planning, and consulting on non-investment matters. They use various analysis methods and investment strategies tailored to client needs.
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
Location
8730 Georgia Avenue, Suite 500, Silver Spring, MD, 20910