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...
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Assets Under Mgmt
$199M
Investment Professionals
4
Locations
2
% 401K & Individual
% Discretionary
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
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