Earlier this summer, we ran a campaign to encourage all our clients to go paperless by joining our online portal. In return for joining our portal, we promised to make a donation to the Pennypack Ecological Restoration Trust  Plant-A-Tree Campaign. Thanks to our clients’ willingness to go paperless, we were able to make a $5000 donation to Pennypack! This money will be used to plant and restore trees.

Also, it isn’t too late to go paperless. If you would like to have ready online access to our secure client portal, see and analyze your portfolio, and receive statements and other communications electronically, please contact your BLBB financial advisor and they will get you online. It is quick and easy to join our portal!

 

 
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