Assets Under Management
$455.7M
Number of Clients
559
Number of Advisors
4
Average Client AUM
$815K
AUM per Advisor
$113.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
B3 Wealth Strategies provides asset management with ongoing supervision, financial planning covering various topics, and retirement plan services. They also refer clients to third-party managers. Services are tailored to individual needs, with clients able to impose restrictions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.45% |
| $300K - $700K | 1.35% |
| $700K - $1000K | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.05% |
| $2.0M - $2.5M | 1.00% |
| $2.5M - $3.0M | 0.90% |
| $3.0M - $3.5M | 0.85% |
| $3.5M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.65% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable based on various factors.
11245 SE 6th Street, Building B, Suite 120, Bellevue, WA, 98004