Assets Under Management

$546.2M

Number of Clients

519

Number of Advisors

9

Average Client AUM

$1.1M

AUM per Advisor

$60.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Butensky & Cohen Financial Security, Inc. provides investment management and financial planning services. They specialize in wealth management, combining investment management and financial planning to assist clients in achieving their financial goals. They develop personalized investment strategies and financial plans based on client's unique needs and objectives.

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $5.0M1.00%
$5M+0.75%

Fees are negotiable under 1.50% on a client-to-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Location

110 Professional Drive, Suite 101, Ponte Vedra Beach, FL, 32082

9 Advisors at this firm