Access Your Account

To access the BLB&B Advisors Client Portal, please click here.

 

To access the BLB&B Plan Services participant portal for 401(k) retirement plans, please click here.

To access the BLB&B Plan Services Secure File Transfer for Plan Sponsors, please click here.

 

 

To access your Custodian, please click on a link below:

Pershing

Fidelity

TradePMR

 
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