A complete list of active advisors currently associated with MBB Advisory LLC

Warmer can help you find a great advisor at MBB Advisory LLC or one who fits your needs even better.

MBB Advisory LLC provides fee-only wealth management and financial planning services to individuals and high-net-worth clients, including retirement, tax strategy, education, estate and divorce planning, as well as investment consultation. The firm manages client accounts on a discretionary basis, prepares investment policy statements, and may recommend institutional sub-advisors to implement portions of a client’s portfolio. The adviser’s investment process combines fundamental, technical and cyclical analysis to build broadly diversified portfolios that blend passive and active managers, with the option of satellite positions for client-directed opportunities; recommended holdings can include mutual funds, ETFs, individual stocks and bonds. Portfolios are reviewed at least quarterly and, as disclosed, the firm reports approximately $11.77 million in assets under management across seven client accounts. Distinctive operational details include its fee-only compensation model and an explicit prohibition on receiving commissions or 12b-1 fees, alongside a stated minimum annual wealth management fee of $3,125 despite no formal asset minimums for engagement. The firm uses an institutional custodian platform and accepts certain support services available through that platform, and it does not vote client proxies on behalf of account holders, leaving proxy voting responsibility to clients.

To learn more about the advisors currently working at MBB Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Margaret Browning	New York, NY	10

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