Buff Capital Management, LLC provides personalized investment management and financial consulting services primarily to individuals and families. Founded in 1989 and based in Newton Highlands, Massachusetts, the firm focuses on long-term growth of income and capital through broadly diversified portfolios designed to minimize risk and preserve principal. Buff Capital Management builds customized portfolios using stocks, bonds, exchange-traded funds, and mutual funds, taking into account each client's tax status, risk tolerance, and specific goals. The firm operates with full authority to make investment decisions on behalf of clients and requires a minimum investment of $750,000 to open an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees are non-negotiable and charged quarterly in arrears.