Babb Wealth Advisors provides ongoing financial planning covering estate, insurance, income, tax, and investment matters. They create personalized investment plans based on your risk tolerance and financial situation. Babb Wealth Advisors can manage your investments with or without your prior approval for each trade. The level of service depends on the amount of your assets managed by Babb Wealth Advisors.
Assets Under Management$140M
Clients310
Advisors4
Avg. per Client$450K
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...