Banco do Brasil Securities (BBS) offers investment advisory services, tailoring strategies to clients' objectives, risk tolerance, and needs. BBS may use stocks, bonds, mutual funds, ETFs, alternative funds, structured products, and cash instruments. BBS meets with clients at least annually to discuss their portfolios and update their financial information. BBS also offers a wrap fee program.
Assets Under Management$0
ClientsN/A
Advisors10
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Banco do Brasil Securities charges an annual fee based on the value of your investments, ranging from 1.00% to 2.00%. Fees may be negotiable for clients with over $5,000,000 in investments. Fees are paid quarterly, either in advance or after the quarter. The custodian independently values your investments.
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