A program custom fit for you

“I can do things you cannot, you can do things I cannot; together we can do great things.” 

– Mother Teresa

Smart Digital Accounting_Smart Digital Accounting@2x

BBK Planning

Designed for families and young professionals with less than $400k

For young professionals and growing families, subscriptions have become a way of life. Most of us are paying for our music, movies, clothing, drugs, meals and more through a monthly subscription, and now you can add financial advice to the list.

BBK Wealth Management is proud to offer a monthly subscription relationship tailored to the planning and investment needs of you!

  • A comprehensive financial plan addressing the basics like emergency fund needs, life insurance, disability insurance, and estate planning. In addition to the basics, the plan also addresses college funding, retirement planning, investing and more depending on your needs.

  • An annual business meeting to ensure financial success and confirm objectives.  Additional meetings are held if a life-changing event occurs.

  • Portfolio management by BBK Wealth with a focus on risk tolerance, time horizon, and investment objectives.

  • Asset allocation recommendations for employer-sponsored retirement accounts. (401k’s, 403(b)s and 529’s)

  • Digital Currency Review

  • On-going consultation and communication through the year via phone, video conference, or email

 

Fee Schedule

$750 initial planning fee, then $100-$300 monthly fee plus 0.85% Assets Under Management, if desired.

BBK Total Asset & Wealth Management

Designed for families that are dynamic and complex

The BBK TA&W relationship is designed for clients with complex needs like planning for an upcoming retirement, living from their investments, reaching a high net worth, and dynamic family situations.

  • A comprehensive financial plan addressing insurance, estate planning, tax planning, college funding, retirement planning, investing, charitable donations and more depending on your needs.

  • A minimum of two meetings a year with additional meetings included whenever needed.

  • Portfolio management by BBK Wealth with a focus on risk tolerance, time horizon, and investment objectives.

  • Asset allocation recommendations for employer-sponsored retirement accounts. (401k’s, 403(b)s and 529’s)

  • Ongoing consultation and communication through the year via phone, video conference, or email.

Fee Schedule

$400,000 – $1,000,000 ⟶ 1.2% ● $1,000,000 – $3,500,000 ⟶ 0.95% ● Over $3,500,000 ⟶ 0.75%

BBK Investment Management

Designed for those families that need something specific

If planning is not a good fit for you or your family AND we agree working together makes sense, we offer an option focused on your investments.  

Portfolio management is consistent with our planning principles however there is no planning relationship.

We want to see you win and do great things!  We will provide investment advice, portfolio allocation, and a client portal filled with our best tools and resources for your use.  

Fee Schedule

0.85% Assets Under Management

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    indy: 317.499.1696
    lafayette: 765.414.9495

Fishers Location:
14074 Trade Center Drive, Suite 240
Fishers, IN 46038

Lafayette Location:
300 Main Street
Suite 412
Lafayette, IN 47901

Indy Offices - 317.499.1696

HQ located in the Yeagar building just southwest of 141st and 37 in Fishers

Lafayette Office 765.414.9495

Located on the northwest corner of the square downtown