MyAdvisor – Fee Rates

MyAdvisor’s AUM-based advisory fees0.50% / annum

The fee structure for managed portfolios in BBAE’s MyAdvisor is a flat rate of 0.50% per annum of assets under management (AUM). This fee applies to all portfolios, regardless of their specific investment strategy or composition, and covers all brokerage transaction fees and rebalancing services for your portfolio. We prioritize transparency and simplicity in our fee structures, ensuring that there are no surprises or hidden charges.

All fees are assessed on a monthly basis at the beginning of each month for the previous month’s activity. To determine the Assets Under Management (AUM) fee, we evaluate the average balance over the prior month. The fee is calculated using a 365-day basis.

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