January 1, 2019 – BLB&B Advisors, LLC, is pleased to announce that The Gwynedd Company is joining the firm on January 1, 2019.

This will expand BLB&B Advisors’ distinguished financial planning and asset management talent pool and also offer comprehensive and turnkey employer-sponsored retirement plans that entrepreneurs and business owners can provide to their employees.

Joining BLB&B Advisors from The Gwynedd Company are Ed Barnes, Brianna Barnes, Tom Hamel, Lisa Driscoll, Chris Reddick, Bob Flood, and Erin Barnes.

Employer-sponsored retirement plans will be offered via the newly-formed BLB&B Plan Services, LLC, dedicated to not only monitoring and following the trends and changes in laws affecting retirement plans but also handling every aspect of plan administration and providing extensive support to payroll and human resources departments.

As of November 30, 2018, the combined companies managed over $1.2 billion in client assets in 42 states.


The Gwynedd Company, incorporated in 1974, is a local investment advisory firm providing high-quality, customized financial planning and investment management services to individuals, families, and small- to medium-sized corporate and not-for-profit organizations. Additionally, The Gwynedd Company has extensive experience in retirement plan (401k/403b) design and administration for employers and entrepreneurs.

BLB&B Advisors, LLC, is an independent, employee-owned, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals, families, endowments and business owners since 1964.

[2019 BLBB_Gwynedd_Press Release]

 
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