Investing From a Fiduciary Perspective

Mar 12, 2020 | Programs

Pitfalls to avoid, common investment mistakes, timing the market, dangers of foreign accounts (FBAR requirements), and investing with fiduciary responsibilities in mind (unitrust, balancing income/remainder interests, etc)

Investing From a Fiduciary Perspective

Investment advisory services provided by BLBB Advisors, LLC. BLB&B Advisors, LLC is a Pennsylvania-based investment advisor registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration as an investment advisor does not imply a certain level of skill or training. The verbal and written communications of an investment advisor provide you with information you need to determine whether to hire or retain the advisor. Past performance does not guarantee future results.

 
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