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 of $20 to our friends at the Pennypack Ecological Restoration Trust in support of their tree restoration program.

The BLBB portal provides secure access at a glance, up to date reports, and collaborative document sharing. To access a video about the client portal advantages click here.

Contact your BLBB Financial Advisor at 215-643-9100 today with any questions about going paperless.

 

[Download the Portal Push]

 
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