Bnb Wealth Mangagement, Llc

Bnb Wealth Mangagement, Llc

Silver Spring, Maryland

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 portfo...see more

Assets Under Mgmt

$199M

Investment Professionals

4

Locations

2

% 401K & Individual

36%

% Discretionary

90%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Disclosures

  • SEC or CFTC entered an order against you in connection to investment related activities
  • SEC or CFTC imposed civil money penalty or cease and desist from an activity

Reviews for Bnb Wealth Mangagement, Llc

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