BNB Wealth Management offers personalized wealth management services, including investment advice and portfolio management. BNB works with clients to develop personal investment policies based on their individual goals, risk tolerance, and time horizons. BNB also offers financial planning services, including retirement planning, tax planning, estate planning, and insurance reviews. BNB does not develop any proprietary products for sale to clients.
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.