Andrew Bellamah is a registered investment advisor at Bnb Wealth Mangagement, LLC, based in Silver Spring, MD, with 34 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 519 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BNB Wealth Management offers investment management services for a fee calculated as a percentage of the assets they manage. The maximum annual fee is 1.75%. This fee covers investment advice, trade execution, custody, and reporting. The fee is negotiable and may vary based on the complexity of the client's situation, the amount of assets managed, and other factors. The fee is paid quarterly in arrears.
Location
8730 Georgia Avenue, Suite 500, Silver Spring, MD, 20910
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew owns and manages BNB Wealth Management LLC, a registered investment advisory firm, dedicating nearly full-time hours to it. He also manages several commercial properties and LLCs, spending minimal time on each.
Employment History
Current Registrations
Bnb Wealth Mangagement, LLC
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Previous Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.
Bnb Wealth Mangagement, LLC
Intercoastal Capital Markets, INC.Broker
State Registrations26 states
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