Fairfield, Bush & Co. (FBC) is an investment advisory firm that offers both discretionary and non-discretionary portfolio management services. FBC works with clients to determine their investment goals and risk tolerance, then creates a tailored investment strategy. FBC monitors portfolios and rebalances them as needed. FBC's investment strategies rely on fundamental analysis, macroeconomic evaluations, and, to a lesser extent, technical, charting, and cyclical analysis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Where there are large holdings of low-cost stock or of fixed income investments in an individual's account, a lower fee may be negotiated. Certain clients of FBC, who were clients of J. Bush & Co. previously, have fee discounts due to previous investment contracts. These pre-existing fee arrangements are grandfathered at FBC and apply to accounts for their immediate family members. Billing for these clients is quarterly in arrears.