BBR Partners offers investment advice to wealthy families and individuals. This includes creating a strategic asset allocation, researching investment managers, selecting managers, monitoring investments, and providing administrative services. BBR may allocate client assets across various traditional and alternative investment managers. BBR also provides comprehensive reporting services, which can incorporate all of a client’s investment assets and financial picture, including those investment assets that BBR does not manage.
Assets Under Management$31B
Clients1,901
Advisors52
Avg. per Client$16M
Avg. per Advisor$600M
Fee Structure
Minimum Investment:$50M
Investment management only (planning not offered)
Minimum Annual Fee:$325,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are customized for balances over $100 million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
52 Advisors at this firm
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