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MONEY notes

BLBB Market Update – June 26, 2020

Laura W. Brewer, Esq. Principal, Financial Advisor lbrewer@blbb.com Just when it seemed like the pandemic might be starting to wane in the US and the economy might be showing signs of turning around, we appear to have hit a bump in the road. We are now about 4 weeks...

Paycheck Protection Program Update

Revised Loan Forgiveness Application (SBA Form 3508), and Simplified Loan Forgiveness Application (SBA Form 3508EZ), and Instructions for each as of June 17, 2020: https://home.treasury.gov/policy-issues/cares/assistance-for-small-businesses Owner-employee, or...

BLBB Risk Services

Assessing and managing client risk is a critical component of our financial planning and investment management processes. We incorporate risk considerations into the management of client assets and into the building and ongoing maintenance of our client’s financial...

BLBB Advisors Market Update – June 11, 2020

Laura W. Brewer, Esq. Principal, Financial Advisor lbrewer@blbb.comAfter a 40% surge in the S&P 500 since the March 23rd lows, US equity markets finally look like they are getting ready to take a breather and enter a consolidation period. To the surprise of many,...

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