Jeffrey Buice is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Atlanta, GA, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,395 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Main Street Financial Solutions offers investment management services for an annual fee based on the amount of assets managed. The management fee can reach up to 2.00% depending on the size and composition of your portfolio, the services provided, and the advisor assigned to you. The fee is charged quarterly. For certain client holdings like held-away assets or alternative investments, Main Street Financial Solutions may negotiate a different fee rate.
Location
6 Concourse Parkway, Suite 1515, Atlanta, GA, 30328
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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.
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Jeffrey is a minority owner of J.M. Buice Properties Inc. since 1990, assisting with back-office paperwork and overall management on weekends. This requires a few hours per week.
Employment History
Current Registrations
Main Street Financial Solutions, LLC
Previous Registrations
Main Street Financial Solutions, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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