B&E INVESTMENT ADVISERS, INC.

Overview

B&E Investment Advisers, Inc. is a small, individually owned corporate advisory firm that positions itself as a capital allocator for private clients. Its stated advisory activities focus on financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension-related consulting. The firm reports a mixed fee schedule that can include a percentage of assets under management, hourly charges and fixed fees, giving it flexibility to serve both ongoing investment relationships and project-based engagements. The firm does not identify as an active ESG investor and is not listed as a multistate adviser. It also reports affiliations with a broker-dealer and an insurance company, which suggests it may combine advisory work with brokerage and insurance distribution channels. Although pension consulting services are listed among its advisory activities, regulatory attributes indicate it is not registered or classified as a pension consultant, so any pension work is likely limited in scope or delivered through third-party relationships.

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