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...

The PLAN. INVEST. SUCCEED.® Journey

Now more than ever, financial planning is a critical component of how we manage client assets. We view financial planning and investment management as complimentary disciplines – together they are powerful tools designed to help you minimize risk and enhance the...
 
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