FBB Capital Partners provides financial solutions to help clients achieve their financial goals. They focus on understanding each client's values and lifestyle expectations. Their services include portfolio management, using a mix of investment strategies and asset classes, and financial planning, which involves reviewing and analyzing a client's financial needs and goals. FBB strives to be a trusted partner, offering clear and objective investment advice.
Assets Under Management$2.2B
Clients1,158
Advisors11
Avg. per Client$1.9M
Avg. per Advisor$200M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed. Certain legacy clients and clients acquired from other investment advisory firms may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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