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Since 1964

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MONEY notes

Plant a Tree Portal Campaign

Go Paperless and Help Plant a Tree By activating your BLBB client portal you will be both saving a tree and planting a new tree. For every new portal activated by existing clients this month, BLBB Charitable, the giving arm of BLB&B Advisors, will make a donation...

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STREET ADDRESS
103 MONTGOMERY AVENUE
MONTGOMERYVILLE, PA 18936

215.643.9100

MAILING ADDRESS
P.O. BOX 1010
MONTGOMERYVILLE, PA 18936

215.643.9100

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500