BBR Partners Review


Trust Score 80%
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BBR Partners, federally registered in 2000, is a Registered Investment Advisor (RIA) in 24 state(s) with a licensed staff of 65 advisors. BBR Partners manages $14.20 billion and provides investment advisory services for 1,150 clients (1:18 advisor/client ratio).

BBR Partners requires a $20,000,000 minimum investment and charges 0.75% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm has $1B or more in assets under management
  • Firm does not have a disciplinary history
  • Firm services over 1,000 clients
  • Firm has a high advisor to client ratio, one licensed advisor for every 18 clients
  • Firm does not have an attorney conflict

Considerations


  • Firm has been federally registered for only 18 years
  • Custodian is unknown
  • Communications sent to the firm’s website are not secure and encrypted
  • Firm accepts performance-based fees and may be incentivized to take inappropriate risks to beat their performance benchmark
  • Firm performs side-by-side management with accounts that have differing fee structures. Investment Advisors may be incentivized to favor clients that pay higher fees over others


KEY
location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest


Managed Investing


Feature Value
Estimated Fees (Annual) $150,000 on a $20,000,000 portfolio
Annual Management Fee Notes None
Minimum Investment $20,000,000
Minimum Annual Fee $150,000
Average Account AUM $12,347,130
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $14.20 billion
Advisor / Client Ratio 1:18
Headquarters New York, NY
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $30,000,000 0.75%
$30,000,001 to $150,000,000 0.50%
$150,000,001+ Negotiable


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