Bbr Partners, LLC
Assets Under Management
$31.2B
Number of Clients
1,901
Number of Advisors
52
Average Client AUM
$16.4M
AUM per Advisor
$599.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BBR Partners provides investment advisory services to wealthy families and individuals. Services include strategic asset allocation, manager due diligence and selection, ongoing investment monitoring, and comprehensive reporting. They allocate assets across traditional and alternative investment managers and strategies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees above $100 million are customized.
Fee Estimator
The annual investment advisory fee is based on a percentage of the market value of assets managed. The standard fee is 0.65% on the first $50 million and 0.50% on the balance over $50 million. Balances over $100 million are customized. A $50 million asset level is generally required, equating to a minimum annual fee of $325,000. Clients with less than $50 million in assets under management will pay more than 0.65%. Clients also incur separate fees paid to broker-dealers and custodians, as well as management and performance fees charged by third-party managers.
Areas of Practice
Location
55 East 52nd Street, 18th Floor, New York, NY, 10055