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...

1099 Friendly Reminder

1099 Friendly Reminder

1099 Friendly ReminderPlease do not forget that if your account(s) transitioned to Pershing during 2019, you will be receiving two 1099s for each account — one from Pershing and one from your prior custodian. Your Pershing 1099 will cover the time period when your...

BLBB Charitable: New Year, New Ways to Give!

BLBB Charitable: New Year, New Ways to Give!

With the holiday season behind us and lots of presents given and received, you can maintain that magical spirit of giving well into the new year. Consider these creative and generous ways to spread joy and gratitude through 2020 and beyond: Elderly friends or...

BLBB CHARITABLE: SUPPORTING THE COUNTY THEATER’S EXPANSION

BLBB CHARITABLE: SUPPORTING THE COUNTY THEATER’S EXPANSION

BLBB Charitable values the educational power of the arts, and we are proud to be supporting the nonprofit County Theater in Doylestown, PA, in a major expansion project. Since 1938, this long-beloved movie theater has been a cultural hub of Doylestown, in the heart of...

 
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