Bud Lavery is a CFP-designated registered investment advisor at Capstone Wealth Partners, based in Reno, NV, with 2 years of industry experience. Bud operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 157 clients with $110M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
If a Third-Party Advisor is used, an additional fee is charged: First $500,000: 0.50%; Next $500,001 to $1,000,000: 0.20%; Next $1,000,001 to $5,000,000: 0.15%; Above $5,000,000: 0.10%
Fee Estimator
Location
Reno, NV
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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
Capstone Wealth Partners
State Registrations4 states
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