Build A Better Financial Future (BBFF) provides investment management services through third-party managers, helping clients select appropriate investment models and reviewing their performance. BBFF also offers project-based financial planning on topics like retirement, college savings, and estate planning. Ongoing financial planning is available, involving a planner who develops, implements, and monitors the client's plan. BBFF can also provide tax preparation services for ongoing financial planning clients.
Assets Under Management$9.7M
Clients65
AdvisorsN/A
Avg. per Client$150K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees are negotiable. The annual minimum fees are based on household portfolio size: $200,000 and above: $5,000; $150,000 – $199,999: $3,750; $100,000 – $149,999: $2,500
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.