Fbb Capital Partners Fees & Minimum

Overview

Headquarters: Bethesda, MD
Total Firm Assets: $2.4 billion
Average High-Net-Worth Client Portfolio Size: $15.4 million

Recent Rankings

Forbes 2025: 192

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Fee Disclosure

Source: FORM ADV PART 2A (2026-03-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,500,000	1.00%
$1,500,001	$2,500,000	0.85%
$2,500,001	$5,000,000	0.75%
$5,000,001	and above	0.65%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$42,250	0.84%
$10 million	$74,750	0.75%
$50 million	$334,750	0.67%
$100 million	$659,750	0.66%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 10.29%
Number of High-Net-Worth Clients: 16
Total Client Accounts: 3,187
Discretionary Accounts: 3,187

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 108967

FORM ADV PART 2A (2026-03-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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