Katie Veloff is a CFP-designated registered investment advisor at Buttonwood Partners, INC., based in Madison, WI, with 5 years of industry experience. Katie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management. Their firm serves 28 clients with $16M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $1.0M | 1.00% |
| $1M+ | 0.95% |
Schedule reflects equity account rates. Fixed income and balanced accounts have lower rates for larger tiers (e.g., fixed income drops to 0.45% over $10M). Fees are negotiable.
Fee Estimator
Location
701 Deming Way, Suite 100, Madison, WI, 53717
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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
Buttonwood Partners, INC.
Buttonwood Partners, INC.Broker
State Registrations30 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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