BBR Partners Review


BBR Partners, founded 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
  • No disciplinary history
  • Firm services over 1,000 clients
  • Uses a trusted custodian
  • Firm has a high advisor to client ratio

Considerations


  • Been in business 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

Managed Investing


Expand fee details
Trust Score
80
info_outline

Annual Management Fee Percent
$0 to $30,000,000 0.75%
$30,000,001 to $150,000,000 0.50%
$150,000,001+ Negotiable
Feature Value
Estimated Fees (Annual) $150,000 on a $20,000,000 portfolio
Annual Management Fee Details 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


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