Feldy Suwito
Advisor at BNB Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at BNB Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Silver Spring, MD 20910
Credentials
Series 63, Series 65
Industry experience
27 years
Feldy Suwito is an investment advisor at BNB Wealth Management, LLC with 27 years of industry experience. He has been with Bellamah, Neuhauser & Barrett, Inc. since 1998. Outside of his advisory role, he operates a photography business specializing in family portraits and event photography. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers a wrap-fee program combining advisory, execution, and custody services.
Based on BNB Wealth Management, LLC
Based on BNB Wealth Management, LLC
Fixed fee financial planning engagements; amount depends on scope and expertise.
Up to 1.75% per annum maximum, negotiable and tiered based on client agreement
IARs may receive commissions in their separate capacity as registered representatives of the broker-dealer Capitol Securities Management, Inc. for securities and insurance products sales.
Financial planning and consulting hourly fees generally range from $150 to $500 per hour.
Fee-only: Investment advisory fees calculated as a percentage of assets under management, payable quarterly in arrears; Financial planning fees charged on fixed fee basis or hourly ($150 - $500/hour); Consulting fees charged hourly ($150 - $500/hour); Portfolio Analysis and Review fee between 0.00% - 0.75% one-time charge.
8730 Georgia Avenue, Suite 500
Silver Spring, MD 20910
Maryland · Texas
Bellamah, Neuhauser & Barrett, Inc.
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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