Plant a Tree Portal Campaign

Plant a Tree Portal Campaign

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...

Paycheck Protection Program Loan Forgiveness Application Update

Paycheck Protection Program Loan Forgiveness Application Update

Managing the Small Business Association’s Paycheck Protection Program Loan Forgiveness Application May 22, 2020|Featured Article   This briefing provides: An introduction and overview of the new Paycheck Protection Program Loan Forgiveness Application Helpful...

 
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