Paycheck Protection Program Recent Updates

The SBA provided additional guidance through a FAQ update 8/4/20: The Borrower is not required to make any loan payments on the PPP Loan until the forgiveness amount, which was approved, is remitted to the Lender (i.e. your bank) by the SBA.  If the loan is entirely...

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...

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...
 
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