Roderick Buie is a CFA-designated registered investment advisor at Buie Investment Advisors, LLC, based in Charlotte, NC, with 13 years of industry experience. Roderick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 46 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.20% |
| $4M+ | 1.20% |
Rates shown are for the traditional investment style (individual stocks and fixed income). For the exchange-traded fund investment style, the flat annual fee is 0.60%. Fees for amounts above $4,000,000 are negotiable.
Fee Estimator
Location
319 South Sharon Amity Road, Suite 200-H, Charlotte, NC, 28211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Buie Investment Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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