Fbb Capital Partners
Assets Under Management
$2.2B
Number of Clients
1,158
Number of Advisors
11
Average Client AUM
$1.9M
AUM per Advisor
$196.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FBB Capital Partners provides financial solutions designed to accomplish client financial goals. Services include portfolio management using stocks, bonds, options, mutual funds, ETFs, cash, and alternative investments. They also offer financial planning encompassing various areas of financial need. FBB is a fiduciary under ERISA and the Internal Revenue Code.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed. A minimum annual fee of $10,000 ($2,500.00 billed quarterly) will be billed to those accounts with portfolio values of $1,000,000 or less, which may be waived or reduced if we feel circumstances are warranted.
Fee Estimator
FBB Capital Partners charges a fee for an initial Discovery and Goal Setting meeting, not to exceed $500. Portfolio management fees are based on a tiered structure of the assets managed. The minimum annual fee is $10,000, billed quarterly at $2,500, for accounts with portfolio values of $1,000,000 or less, which may be waived or reduced. Financial planning services are offered for a flat fee ranging from $5,000 to $20,000 based on the scope and complexity of the engagement.
Areas of Practice
Location
4520 East-West Highway, Suite 450, Bethesda, MD, 20814
