Welcome to BLBB, Jeremy L. Leeds!

Welcome to BLBB, Jeremy L. Leeds!

We are thrilled to welcome Jeremy L. Leeds to BLBB Advisors this summer! Jeremy joins our Financial Planning Department as a Paraplanner. In this role, he will assist in the preparation, presentation, and ongoing maintenance of comprehensive, goals-based financial...

Pennypack Ecological Restoration Trust Plant-A-Tree Campaign

Pennypack Ecological Restoration Trust Plant-A-Tree Campaign

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...

List of Client Services

List of Client Services

Individuals, Families, and Trusts Investment Management (for individual, joint, retirement, education, trust, and endowment accounts) Develop customized asset allocation parameters based upon your risk/reward assessment, time horizon, goals, and other pertinent...

BLBB Advisors Operations Update

BLBB Advisors Operations Update

We hope this email finds you and your loved ones safe and healthy. These are stressful and uncertain times and we are here to provide support and address your questions and concerns. The COVID-19 crisis has created many challenges, changing day-to-day life routines in...

 
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