Bmb Advisers LLC

BMB Advisers, LLC is a Los Angeles-based investment advisory firm established in 1999 as the investment advisory affiliate of Freedman, Broder & Company, Certified Public Accountants. Specializing in serving clients in the entertainment industry, the firm offers direct portfolio management and an Independent Advisor Program. Under the Portfolio Management Program, clients' accounts are primarily invested in mutual funds, ETFs, and debt instruments based on risk tolerance. The firm may also offer advice on additional investments as needed. Clients can impose restrictions on their accounts, and BMB may manage accounts on a discretionary or non-discretionary basis. The Independent Advisor Program involves third-party advisers managing client accounts, with clients paying fees to both BMB and the third-party adviser separately. BMB recommends Fidelity as a custodian for client assets, providing access to institutional services. The firm's fee structure is based on a sliding scale percentage of assets under management, with negotiable options available. BMB has a Code of Ethics, does not charge performance-based fees, and does not have any disciplinary information to disclose. Clients typically have a minimum account size requirement of $250,000. The firm's privacy policy ensures the protection and confidentiality of clients' personal information.