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They do not offer any robo-advisors or digital investment platforms.",[1115],{"type":129,"attrs":1116},{"color":773},{"type":994,"content":1118},[1119],{"type":18,"attrs":1120,"content":1121},{"textAlign":34},[1122,1128],{"text":1123,"type":22,"marks":1124},"Use of complex and illiquid investments: ",[1125,1127],{"type":129,"attrs":1126},{"color":773},{"type":38},{"text":1129,"type":22,"marks":1130},"Portfolios often include private investments, hedge fund strategies, and other complex assets that can be difficult to sell quickly and may carry higher risk.",[1131],{"type":129,"attrs":1132},{"color":773},{"type":764,"attrs":1134,"content":1135},{"level":766,"textAlign":34},[1136],{"text":1137,"type":22,"marks":1138},"BBR Partners fees: How much does BBR Partners cost?",[1139,1141],{"type":129,"attrs":1140},{"color":773},{"type":38},{"type":18,"attrs":1143,"content":1144},{"textAlign":34},[1145],{"text":1146,"type":22,"marks":1147},"BBR Partners charges an annual fee based on the assets it manages, and it is positioned for clients with substantial wealth. ",[1148],{"type":129,"attrs":1149},{"color":773},{"type":18,"attrs":1151,"content":1152},{"textAlign":34},[1153],{"text":1154,"type":22,"marks":1155},"The firm generally requires a $50 million minimum investment, which translates to a minimum annual fee of $325,000.",[1156],{"type":129,"attrs":1157},{"color":773},{"type":18,"attrs":1159,"content":1160},{"textAlign":34},[1161],{"text":1162,"type":22,"marks":1163},"Here is their standard fee schedule:",[1164],{"type":129,"attrs":1165},{"color":773},{"type":18,"attrs":1167,"content":1168},{"textAlign":34},[1169],{"text":1170,"type":22,"marks":1171},"Standard Advisory Fee Schedule:",[1172,1174],{"type":129,"attrs":1173},{"color":773},{"type":38},"article-rich-text",{"_uid":1177,"caption":12,"content":1178,"component":1196,"show_search":543,"paste_content":1197,"number_of_rows":1219,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"3c659017-e7cd-4508-8eed-8847e54f33e9",{"tbody":1179,"thead":1189,"fieldtype":1195},[1180],{"_uid":1181,"body":1182,"component":1188},"5cc0749f-0f04-47a6-b0b6-2b2e95a37c5e",[1183,1186],{"_uid":1184,"value":12,"component":1185},"6c92bc8d-6e40-48f4-bcb8-6149157167ed","_table_col",{"_uid":1187,"value":12,"component":1185},"bc1291ec-9a38-4f91-9ff6-2e4a2e292f0d","_table_row",[1190,1193],{"_uid":1191,"value":12,"component":1192},"9137b206-27d6-4197-868f-37f5b261f137","_table_head",{"_uid":1194,"value":12,"component":1192},"4fbfc2ad-e74b-454d-9be1-71be410aa982","table","article-table",{"type":15,"content":1198},[1199,1204,1209,1214],{"type":18,"attrs":1200,"content":1201},{"textAlign":34},[1202],{"text":1203,"type":22},"Market Value of Portfolio\tAnnual Fee",{"type":18,"attrs":1205,"content":1206},{"textAlign":34},[1207],{"text":1208,"type":22},"First $50 million\t0.65%",{"type":18,"attrs":1210,"content":1211},{"textAlign":34},[1212],{"text":1213,"type":22},"Balance over $50 million\t0.50%",{"type":18,"attrs":1215,"content":1216},{"textAlign":34},[1217],{"text":1218,"type":22},"Balance over $100 million\tCustomized","10",{"_uid":1221,"data":1222,"component":1175},"7b2203f1-881f-4d19-bc87-31acf2f4de48",{"type":15,"content":1223},[1224,1232,1241,1283,1291,1300,1308,1316,1324,1333,1341,1350,1416,1425,1475,1484,1492,1500,1508,1517,1525,1533,1541,1549,1558,1566,1574,1582,1591,1599,1607,1615,1624],{"type":18,"attrs":1225,"content":1226},{"textAlign":34},[1227],{"text":1228,"type":22,"marks":1229},"This advisory fee covers BBR’s investment and wealth management services. However, it’s crucial to understand that this is not the total cost.",[1230],{"type":129,"attrs":1231},{"color":773},{"type":18,"attrs":1233,"content":1234},{"textAlign":34},[1235],{"text":1236,"type":22,"marks":1237},"Additional costs",[1238,1240],{"type":129,"attrs":1239},{"color":773},{"type":38},{"type":991,"content":1242},[1243,1253,1263,1273],{"type":994,"content":1244},[1245],{"type":18,"attrs":1246,"content":1247},{"textAlign":34},[1248],{"text":1249,"type":22,"marks":1250},"Clients will also incur other fees, including:",[1251],{"type":129,"attrs":1252},{"color":773},{"type":994,"content":1254},[1255],{"type":18,"attrs":1256,"content":1257},{"textAlign":34},[1258],{"text":1259,"type":22,"marks":1260},"Management and performance fees charged by the third-party managers BBR hires.",[1261],{"type":129,"attrs":1262},{"color":773},{"type":994,"content":1264},[1265],{"type":18,"attrs":1266,"content":1267},{"textAlign":34},[1268],{"text":1269,"type":22,"marks":1270},"Brokerage commissions and transaction fees.",[1271],{"type":129,"attrs":1272},{"color":773},{"type":994,"content":1274},[1275],{"type":18,"attrs":1276,"content":1277},{"textAlign":34},[1278],{"text":1279,"type":22,"marks":1280},"Custodial fees.",[1281],{"type":129,"attrs":1282},{"color":773},{"type":18,"attrs":1284,"content":1285},{"textAlign":34},[1286],{"text":1287,"type":22,"marks":1288},"This multi-layered fee structure is typical for a full-service, \"manager-of-managers\" model and is designed for clients who prioritize comprehensive oversight above all else.",[1289],{"type":129,"attrs":1290},{"color":773},{"type":764,"attrs":1292,"content":1293},{"level":766,"textAlign":34},[1294],{"text":1295,"type":22,"marks":1296},"What is BBR Partners’ minimum account size?",[1297,1299],{"type":129,"attrs":1298},{"color":773},{"type":38},{"type":18,"attrs":1301,"content":1302},{"textAlign":34},[1303],{"text":1304,"type":22,"marks":1305},"BBR Partners generally requires a $50 million minimum in investable assets to engage its services. ",[1306],{"type":129,"attrs":1307},{"color":773},{"type":18,"attrs":1309,"content":1310},{"textAlign":34},[1311],{"text":1312,"type":22,"marks":1313},"This high threshold positions the firm to serve a very specific clientele: ultra-high-net-worth families and institutions. ",[1314],{"type":129,"attrs":1315},{"color":773},{"type":18,"attrs":1317,"content":1318},{"textAlign":34},[1319],{"text":1320,"type":22,"marks":1321},"The firm notes that even if a client's assets fall below this level, they may still be subject to the minimum annual fee arrangement.",[1322],{"type":129,"attrs":1323},{"color":773},{"type":764,"attrs":1325,"content":1326},{"level":766,"textAlign":34},[1327],{"text":1328,"type":22,"marks":1329},"Who should choose BBR Partners?",[1330,1332],{"type":129,"attrs":1331},{"color":773},{"type":38},{"type":18,"attrs":1334,"content":1335},{"textAlign":34},[1336],{"text":1337,"type":22,"marks":1338},"BBR Partners is built for a very select group of clients who need a highly sophisticated, hands-on team to manage their substantial wealth.",[1339],{"type":129,"attrs":1340},{"color":773},{"type":18,"attrs":1342,"content":1343},{"textAlign":34},[1344],{"text":1345,"type":22,"marks":1346},"It could be a good fit if you:",[1347,1349],{"type":129,"attrs":1348},{"color":773},{"type":38},{"type":991,"content":1351},[1352,1368,1384,1400],{"type":994,"content":1353},[1354],{"type":18,"attrs":1355,"content":1356},{"textAlign":34},[1357,1363],{"text":1358,"type":22,"marks":1359},"Are an ultra-high-net-worth family: ",[1360,1362],{"type":129,"attrs":1361},{"color":773},{"type":38},{"text":1364,"type":22,"marks":1365},"With a $50 million minimum, the firm is designed exclusively for those with significant investable assets.",[1366],{"type":129,"attrs":1367},{"color":773},{"type":994,"content":1369},[1370],{"type":18,"attrs":1371,"content":1372},{"textAlign":34},[1373,1379],{"text":1374,"type":22,"marks":1375},"Want a team of experts hiring other experts:",[1376,1378],{"type":129,"attrs":1377},{"color":773},{"type":38},{"text":1380,"type":22,"marks":1381}," If you like the idea of a dedicated firm vetting and overseeing a roster of specialized managers, their model is a perfect fit.",[1382],{"type":129,"attrs":1383},{"color":773},{"type":994,"content":1385},[1386],{"type":18,"attrs":1387,"content":1388},{"textAlign":34},[1389,1395],{"text":1390,"type":22,"marks":1391},"Need to coordinate a complex financial life:",[1392,1394],{"type":129,"attrs":1393},{"color":773},{"type":38},{"text":1396,"type":22,"marks":1397}," The service is ideal for families who need to integrate multigenerational wealth transfer, complex tax planning, and philanthropy.",[1398],{"type":129,"attrs":1399},{"color":773},{"type":994,"content":1401},[1402],{"type":18,"attrs":1403,"content":1404},{"textAlign":34},[1405,1411],{"text":1406,"type":22,"marks":1407},"Are comfortable with alternative investments:",[1408,1410],{"type":129,"attrs":1409},{"color":773},{"type":38},{"text":1412,"type":22,"marks":1413}," The firm’s use of private funds and other complex strategies is a core part of its approach.",[1414],{"type":129,"attrs":1415},{"color":773},{"type":18,"attrs":1417,"content":1418},{"textAlign":34},[1419],{"text":1420,"type":22,"marks":1421},"It might not be the best choice if you:",[1422,1424],{"type":129,"attrs":1423},{"color":773},{"type":38},{"type":991,"content":1426},[1427,1443,1459],{"type":994,"content":1428},[1429],{"type":18,"attrs":1430,"content":1431},{"textAlign":34},[1432,1438],{"text":1433,"type":22,"marks":1434},"Are a retail or mass-affluent investor: ",[1435,1437],{"type":129,"attrs":1436},{"color":773},{"type":38},{"text":1439,"type":22,"marks":1440},"The firm's minimums place it far outside the reach of most investors.",[1441],{"type":129,"attrs":1442},{"color":773},{"type":994,"content":1444},[1445],{"type":18,"attrs":1446,"content":1447},{"textAlign":34},[1448,1454],{"text":1449,"type":22,"marks":1450},"Are looking for a low-cost or digital solution:",[1451,1453],{"type":129,"attrs":1452},{"color":773},{"type":38},{"text":1455,"type":22,"marks":1456}," BBR is a traditional, relationship-driven firm and does not offer any robo-advisory platforms.",[1457],{"type":129,"attrs":1458},{"color":773},{"type":994,"content":1460},[1461],{"type":18,"attrs":1462,"content":1463},{"textAlign":34},[1464,1470],{"text":1465,"type":22,"marks":1466},"Prefer a simple, liquid portfolio:",[1467,1469],{"type":129,"attrs":1468},{"color":773},{"type":38},{"text":1471,"type":22,"marks":1472}," If you are not comfortable with complex, potentially illiquid investments, this firm is not the right 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They are held at an independent, qualified custodian, such as a major bank. This is a key safety measure in the industry that separates the firm managing your money from the institution holding it. ",[1498],{"type":129,"attrs":1499},{"color":773},{"type":18,"attrs":1501,"content":1502},{"textAlign":34},[1503],{"text":1504,"type":22,"marks":1505},"BBR also states that it uses robust administrative and technical safeguards to protect your personal information.",[1506],{"type":129,"attrs":1507},{"color":773},{"type":764,"attrs":1509,"content":1510},{"level":766,"textAlign":34},[1511],{"text":1512,"type":22,"marks":1513},"BBR Partners: Customer service",[1514,1516],{"type":129,"attrs":1515},{"color":773},{"type":38},{"type":18,"attrs":1518,"content":1519},{"textAlign":34},[1520],{"text":1521,"type":22,"marks":1522},"Customer service at BBR is direct, personal, and advisor-led. ",[1523],{"type":129,"attrs":1524},{"color":773},{"type":18,"attrs":1526,"content":1527},{"textAlign":34},[1528],{"text":1529,"type":22,"marks":1530},"Clients work closely with their dedicated advisory team, not a call center or chatbot. ",[1531],{"type":129,"attrs":1532},{"color":773},{"type":18,"attrs":1534,"content":1535},{"textAlign":34},[1536],{"text":1537,"type":22,"marks":1538},"The entire model is built on deep, long-term relationships and personalized communication. ",[1539],{"type":129,"attrs":1540},{"color":773},{"type":18,"attrs":1542,"content":1543},{"textAlign":34},[1544],{"text":1545,"type":22,"marks":1546},"With offices in New York, San Francisco, and Chicago, the firm offers direct contact and in-person meetings, supplemented by comprehensive reports to keep you informed.",[1547],{"type":129,"attrs":1548},{"color":773},{"type":764,"attrs":1550,"content":1551},{"level":766,"textAlign":34},[1552],{"text":1553,"type":22,"marks":1554},"BBR Partners: Mobile app",[1555,1557],{"type":129,"attrs":1556},{"color":773},{"type":38},{"type":18,"attrs":1559,"content":1560},{"textAlign":34},[1561],{"text":1562,"type":22,"marks":1563},"Yes, clients can access their portfolio information through a mobile app. BBR uses a third-party platform called d1g1t wealth. ",[1564],{"type":129,"attrs":1565},{"color":773},{"type":18,"attrs":1567,"content":1568},{"textAlign":34},[1569],{"text":1570,"type":22,"marks":1571},"To use it, you download the app and enter \"BBR Partners\" as the firm name. ",[1572],{"type":129,"attrs":1573},{"color":773},{"type":18,"attrs":1575,"content":1576},{"textAlign":34},[1577],{"text":1578,"type":22,"marks":1579},"The app functions as a reporting tool, allowing you to view your accounts and performance, but it is not a trading platform. It is designed to complement the firm’s advisor-led service model.",[1580],{"type":129,"attrs":1581},{"color":773},{"type":764,"attrs":1583,"content":1584},{"level":766,"textAlign":34},[1585],{"text":1586,"type":22,"marks":1587},"Is BBR Partners worth it?",[1588,1590],{"type":129,"attrs":1589},{"color":773},{"type":38},{"type":18,"attrs":1592,"content":1593},{"textAlign":34},[1594],{"text":1595,"type":22,"marks":1596},"For the right client, BBR Partners can be exceptionally valuable. ",[1597],{"type":129,"attrs":1598},{"color":773},{"type":18,"attrs":1600,"content":1601},{"textAlign":34},[1602],{"text":1603,"type":22,"marks":1604},"If you are part of an ultra-high-net-worth family with a complex financial life, the firm’s deep expertise, customized approach, and \"manager-of-managers\" model can provide immense peace of mind and sophisticated oversight.",[1605],{"type":129,"attrs":1606},{"color":773},{"type":18,"attrs":1608,"content":1609},{"textAlign":34},[1610],{"text":1611,"type":22,"marks":1612},"However, this is a premium service with a correspondingly high price tag. The $50 million minimum and multi-layered fee structure make it suitable for only a tiny fraction of investors. 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