FBB Capital Partners (Bethesda, MD)

Retirement Planning Firm in Bethesda, MD

Firm Info
Address: 4520 East-West Hwy Suite 450, Bethesda, MD 20814, USA
Phone: (301) 657-8870

Firm Size
Assets Under Management: $1.8 billion
# of Advisors: 14
# of Clients: 2,784
Client to Advisor Ratio: 199:1
Average Account Size: $648,707
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Fbb Capital Partners Overview

FBB Capital Partners is an investment advisory firm that has been providing professional financial advice since 2000, with its headquarters in Bethesda, MD. The firm specializes in investment advice only and offers portfolio management services to individuals, small businesses, and institutional clients. They also provide financial planning services to help clients achieve their financial goals through personalized solutions. FBB Capital Partners operates on a fee-based fee arrangement, meaning that they charge fees based on the value of assets under management. This approach aligns the interests of clients and the firm, as the value of the portfolio increases with sound investment decisions. The firm is dedicated to providing expert guidance to help clients navigate the complex world of investing and achieve their financial objectives. Their portfolio management services cover a wide range of investment vehicles and strategies to suit the individual needs of their clients. FBB Capital Partners also offers portfolio management for businesses or institutional clients to help them efficiently manage their assets and reach their financial goals. Their team comprises experienced financial advisors who work closely with clients to build customized investment portfolios that align with their unique risk tolerance and objectives.

FBB CAPITAL PARTNERS is a reputable firm that caters to a diverse range of clients. These clients include individuals, high net worth individuals, and charitable organizations. FBB CAPITAL PARTNERS is equipped with a team of highly skilled experts that work tirelessly to provide customized financial solutions to meet the unique needs of each client. No matter the financial situation, FBB CAPITAL PARTNERS has a wealth of experience and knowledge to draw from to help achieve the desired result. The firm offers fee structures that are tailored to the specific services provided. Clients have the option to choose between percentage of AUM, hourly, or fixed fees. The percentage of AUM fee structure is calculated by taking a percentage of the client's total assets under management as compensation for services rendered. This structure is suitable for clients with a significant amount of assets that need continuous management. The hourly fee structure is charged based on the number of hours worked. This fee structure is ideal for clients who need occasional financial advice. Alternatively, the fixed fee structure is ideal for clients who require one-time financial advice and support. The fixed fee is agreed upon before the start of the project and is not dependent on the number of hours worked.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for FBB CAPITAL PARTNERS does not mention an investment minimum, but it does state that there is a minimum fee for their portfolio management services which is disclosed in the Item 5, "Fees & Compensation" section of the Brochure. Therefore, clients who wish to employ the services of FBB CAPITAL PARTNERS should be aware of this minimum fee before investing with them.

How This Office Can Help Bethesda, MD Residents

FBB Capital Partners, located in Bethesda, MD, provides customized financial planning and investment management services to individual and institutional clients. With a team of experienced financial advisors, they offer a personalized approach to each client's unique needs and goals. For clients living in Bethesda, MD, FBB Capital Partners understands the specific financial situations they may be facing, including high costs of living, navigating complex tax laws, and managing affluent portfolios. FBB Capital Partners offers a range of services to assist clients in Bethesda, MD, from retirement planning and tax planning to estate planning and investment management. With a deep knowledge of the local financial landscape, they can provide customized solutions to help clients navigate the unique challenges of the Bethesda, MD market. Whether clients are preparing for retirement, planning for their children's education, or managing a complex portfolio, FBB Capital Partners can help them achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Fbb Capital Partners, visit their Part 2 Brochure.

Services Offered by Fbb Capital Partners

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fbb Capital Partners most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4520 East-West Hwy Suite 450, Bethesda, MD 20814, USA
Phone (301) 657-8870
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Fbb Capital Partners is registered to service clients in the following states:

  • Arizona
  • California
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Louisiana
  • Maryland
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia
  • Washington

Disciplinary History

Fbb Capital Partners does not have any disclosures. Please visit it's Form ADV for more details.