Fbb Capital Partners
Assets Under Management
$2.2B
Number of Clients
1,158
Number of Advisors
11
Average Client AUM
$1.9M
AUM per Advisor
$196.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FBB Capital Partners provides financial solutions designed to accomplish client financial goals. Services include portfolio management, financial planning, and investment consultations. They focus on understanding client values and developing economic solutions that reflect their definition of true wealth.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance Planning
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Location
4520 East-West Highway, Suite 450, Bethesda, MD, 20814
