B&E Investment Advisers, Inc.

Overview

B&E Investment Advisers, Inc. is organized as a corporation and is owned by an individual. The firm positions itself as a capital allocator that provides advisory services to individuals and small businesses. Its stated advisory activities include financial planning, portfolio management for individual and small-business clients, pension consulting, and the selection of other advisers. B&E offers flexible billing: percentage-of-assets-under-management fees alongside hourly and fixed-fee arrangements. The firm is not flagged as an active ESG investor and is not identified as a multistate adviser. B&E also maintains industry relationships beyond pure advisory work: filings list affiliations with broker-dealers and insurance companies, and the firm notes connections with pension consultant entities. Those links suggest the adviser blends brokerage, insurance, and consulting relationships into its client solutions and manager selection process.

Investments & Alternatives

Location & Offices