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Martin Buehler

34 Years of Experience
Chicago, IL

Martin Buehler is a registered investment advisor at Vestor Capital, LLC, based in Chicago, IL, with 34 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,270 clients with $2.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,270 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.35%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.20%
$5.0M - $6.0M1.10%
$6M+1.00%

Fees are negotiable and vary from client to client. Fees differ for certain charitable and non-profit organizations, accounts containing securities restrictions and accounts charged on a fixed-fee or adjusted basis. For fixed income only relationships, the annual fee is 0.50%, subject to a minimum fee of $2,500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10 S. Riverside Plaza, Suite 1400, Chicago, IL, 60606-3840

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Martin is an officer at VC Management, LLC, a management company, dedicating full-time hours to this role. He is also a limited partner and passive investor in Aurora Sports Venture, LLC, a private and real estate LP, with no time dedicated to this activity.

Employment History
Current Registrations
Vestor Capital, LLC
February 2022 - Present · 4 yrs 2 mos
Previous Registrations
Vestor Capital, LLC
November 2012 - December 2021 · 9 yrs 1 mo
Vestor Capital Partners, LLC
September 2005 - October 2012 · 7 yrs 1 mo
Vestor Capital Corporation
July 1993 - September 2005 · 12 yrs 2 mos
Vestor Capital Securities, LLCBroker
July 1991 - May 2020 · 28 yrs 10 mos
State Registrations2 states
ILTX
Advisor

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
No exam information available for this advisor.