Sb Capital Management, INC.
Assets Under Management
$1.2B
Number of Clients
310
Number of Advisors
7
Average Client AUM
$4.0M
AUM per Advisor
$175.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SB Capital Management, Inc. offers investment advisory services, including the SB Managed Accounts Program (financial planning and portfolio management based on AUM) and the Financial Planning Program (hourly fee). They also manage private equity and hedge funds. The firm was acquired by Mercer Global Advisors Inc.
Fee Structure
Investment management fees are based on a percentage of assets under management, with a maximum fee of 1.1% per year, subject to negotiation. Financial planning is offered at an hourly rate between $100 and $500, depending on the advisor's experience, or a negotiated flat fee. Planning fees may be waived if a client implements the plan through SB Capital Management. Private equity and hedge fund fees vary as described in the brochure.
Areas of Practice
Location
6345 Balboa Blvd., Building 4, Suite 375, Encino, CA, 91316