Mbl Advisors

MBL Wealth, LLC, operating as MBL Advisors, is an SEC-registered investment adviser established in 2020, based in Charlotte, NC. The firm specializes in wealth management services, financial planning, and retirement plan consulting. Clients can engage on a non-discretionary or discretionary basis, allowing for customized portfolios tailored to individual financial goals and risk profiles. The firm's investment strategies include macro-economic analysis, fundamental analysis, and technical analysis to maximize returns and manage risk effectively. MBL Wealth charges fees based on a percentage of assets under management, with a tiered fee structure ranging from 0.25% to 0.90%. The firm does not engage in performance-based fees or side-by-side management. Clients include individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans, with a minimum relationship opening balance of $5,000,000. MBL Wealth does not have any disciplinary information to report and does not receive compensation for client referrals. The firm maintains strict privacy policies to protect clients' personal information and follows a comprehensive Code of Ethics to ensure ethical conduct in all transactions. For any questions or concerns, clients can contact MBL Wealth directly.