Buffy Mangus is a registered investment advisor at Cary Street Partners, based in Roanoke, VA, with 17 years of industry experience. Buffy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,988 clients with $10B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable and actual schedules vary by client. Fees for amounts over $25,000,000 are negotiable.
Fee Estimator
Location
601 S. Jefferson Street, Suite 410, Roanoke, VA, 24011
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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 →Other Business Activities
Buffy works as a softball coach for Roanoke County Schools since January 2022, spending about 10-20% of her time on this activity. This activity is not investment-related.
Employment History
Current Registrations
Cary Street Partners
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Dixon, Hubard, Feinour & Brown, INC.
Old Dominion Capital Management INC.
Equity Services, INC.Broker
Esi Financial Advisors
Esi Financial Advisors
Equity Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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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