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Last Updated: 04/18/2025

BBAE

in Investment Advisors from BBAE

Last Updated: 04/18/2025

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Minimum Initial Investment

$0

Management Fee

0.50%
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BBAE Review

BBAE is founded in 2017 and based in Dallas, TX.

BBAE Pros & Cons

BBAE FAQ

What fees does BBAE charge?

BBAE uses a fee-only model.
This means BBAE gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

What management fees does BBAE charge?

BBAE charges an annual management fee that averages out at 0.50%
Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of BBAE?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.
BBAE does not charge fees based on an investment expense ratio.

What type of investment accounts and asset classes does BBAE support?

These are the investment options BBAE offers its clients.

What is the minimum amount you have to invest to open an account with BBAE?

BBAE does not have a minimum amount to open an account.

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