B3 Wealth Strategies offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including full written plans covering investments, retirement, insurance, education, and estate planning, as well as modular plans focusing on specific areas. B3 Wealth Strategies can also refer clients to third-party managers. They also offer retirement plan services to plan sponsors and participants.
Assets Under Management$36M
Clients62
Advisors4
Avg. per Client$580K
Avg. per Advisor$8.9M
www.linkedin.com/company/b3-wealth-strategies ·www.facebook.com/b3wealthstrategies ·www.b3wealthstrategies.com
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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