Katie Veloff is a CFP-designated registered investment advisor at Buttonwood Partners, INC., based in Madison, WI, with 5 years of industry experience. Katie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include 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 - $10.0M | 1.00% |
| $10M+ | 0.95% |
Schedule shown is for balanced and equity accounts. Fixed income accounts have a different schedule: Next $1M: 0.85%, Next $3M: 0.75%, Next $5M: 0.60%, Over $10M: 0.45%
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
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