BNB Wealth Management, LLC is a small investment advisory firm headquartered in Silver Spring, MD, operating from three offices. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $49,750,000 in assets under management, which aligns with the industry average.
The compensation structure at BNB Wealth Management, LLC encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. Notably, their expertise lies in managing employer 401Ks and individual portfolios, which collectively account for around half of their assets under management. This track record demonstrates their extensive experience in catering to the unique needs of both corporate and individual clients.
Impressively, 90% of the assets managed by BNB Wealth Management, LLC are under their discretion, reflecting the trust clients place in their expertise and decision-making abilities. The firm boasts a substantial client base of over 340 individuals, with a total of more than $199,000,000 in assets under management.
BNB Wealth Management, LLC takes pride in its team of highly tenured advisors, including Andrew Bellamah, Feldy Suwito, and Miguel Padilla. These seasoned professionals bring a wealth of knowledge and expertise to the firm, contributing to its success in delivering top-quality investment advisory services.
With their commitment to personalized solutions, sound investment strategies, and a strong track record, BNB Wealth Management, LLC is well-positioned to assist clients in achieving their financial goals and secure their financial futures.