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BBR Partners Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

BBR Partners is a huge New York-based firm and also makes it onto our list of New York's top financial advisor firms and the top financial advisors in New York State. The firm is well known and has many accolades, as it's been named a top financial advisor firm by a multitude of different publications. 

This fee-only financial advisor firm also has offices in Chicago and San Francisco. High-net-worth individuals make up the largest portion of the firm’s client base, which is likely due to its steep $30 million minimum. The firm primarily provides wealth advisory services, investment management and portfolio consolidation.

BBR Partners Background

BBR Partners was founded in 1999 by managing partner and director of portfolio and wealth advisory, Evan Roth, and managing partner and director of investment research, Brett Barth. Roth and Barth are still the principal owners of the firm, although they own it indirectly through ownership of BBR Partners’ parent company, BBR Partners Holdings, LP. The firm has several other individual minority owners.

BBR Partners’ team boasts a few advisory certifications, including such certifications as certified public accountant (CPA), certified financial planner (CFP), certified investment management analyst (CIMA) and chartered financial analyst (CFA).

BBR Partners Client Types and Minimum Account Sizes

BBR Partners has a steep, but waivable $30 million account minimum, making it accessible to mostly wealthy investors. Aside from this group, which makes up most of BBR Partners’ overall client base, the firm also works with non-high-net-worth individuals, families, estates, trusts, family partnerships, foundations, charitable organizations, businesses and pooled investment vehicles.

Services Offered by BBR Partners

BBR Partners is a full-service financial advisory firm, meaning it provides a range of investment management and wealth advisory services. Here is a full list of BBR Partners’ offerings:

  • Investment Management
    • Proprietary investment research
    • Customized asset allocations
    • Tax minimization
    • Negotiation of manager fees
    • Socially responsible and value-based investing principles
    • Active, passive, illiquid and other investment strategies
    • Rebalances
  • Wealth Advisory
    • Multigenerational financial planning
    • Family office
    • Trust planning
    • Estate planning
    • Tax planning
    • Incorporation of your personal accountant and lawyer
    • Philanthropic gift planning
    • Investment and wealth management education
    • Analysis and reviews of:
      • Insurance needs
      • Real estate
      • Financing
      • Special interests
  • Portfolio Reporting
    • All publicly and privately held assets in one place
    • Monthly portfolio statements
    • Personalized portfolio reviews

BBR Partners Investment Philosophy

BBR Partners prioritizes long-term investment growth and wealth preservation. Should opportunities arise, though, the firm will engage in short-term purchases, short sales and trading. This is done to not only take advantage of immediate gains, but also to help meet clients’ liquidity needs.

BBR Partners may use any combination of individual equities, fixed-income securities, exchange-traded funds (ETFs), exchange-traded notes (ETNs), mutual funds and private investment funds in client portfolios. The firm bases its final investment decisions on each client’s personal risk tolerance and ultimate financial goals, which the advisor will determine at the outset of his or her relationship with the client.

Fees Under BBR Partners

BBR Partners uses a straightforward fee schedule, with fees based on a percentage of assets under management. Like many firms, BBR Partners’ rates drop the more you invest with the firm. The rate for portfolios that exceed $150 million in value is negotiable. BBR Partners gives no indication as to what the rate may be, but it’s likely lower than the 0.50% rate for portfolios between $30 million and $150 million. The firm technically does not have a minimum annual fee. However, it does have a $30 million account minimum, which effectively results in a minimum fee of $150,000.

Investment Advisory and Wealth Management Fees
Your Portfolio’s Value Annual Fee
First $50MM 0.65%
$50MM+ - $100MM 0.50%
Over $100MM Customized

BBR Partners calculates fees based on the market value of your portfolio. The firm divides its above annual fee rates into four fees, and it charges clients at the conclusion of every quarter. To pay these fees, you can either have a statement sent to you directly or have it debited from your portfolio. Below is a breakdown of what you could expect to pay for services at BBR Partners:

*Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount.
Estimated Investment Management Fees at BBR Partners*
Your Assets BBR Partners Fee Amounts
$30MM $195,000
$50MM $325,000
$75MM $375,000
$100MM $500,000

What to Watch Out For

According to BBR Partners’ SEC-filed Form ADV, the firm has a clean legal and regulatory record.

Opening an Account With BBR Partners

The best way to get in touch with BBR Partners if you’re interested in becoming a client is to call whichever one of its three offices is most convenient for you. If you’d prefer that an advisor reach out to you, BBR provides an email form on the contact page of its website. All you need to provide is your name, email address, phone number and a short description of the services you’re looking for.

All information is accurate as of the writing of this article.

Tips to Become a Better Investor

  • Finding a financial advisor doesn’t have to be hard. SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. If you’re ready to find an advisor who can help you achieve your financial goalsget started now.
  • The more well-thought-out your portfolio is, the better it will likely perform, provided you use the right investing principles. Developing an asset allocation is a great place to start. Our asset allocation calculator can give you some insight into what your portfolio should look like based on your risk tolerance.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research