Buckhead Capital Management is an investment management firm that invests in publicly traded stocks and bonds. Buckhead Capital offers investment advice to individuals, trusts, estates, charities, organizations, corporations, pension plans, government entities, insurance companies, and registered investment advisors. Services are offered on a discretionary basis through traditional asset management, wrap fee programs, and model portfolio programs. Buckhead Capital also offers financial advice and planning services to individuals and families for a mutually agreeable fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Schedule is for Value Equity, Diversified Value, and Balanced Accounts. Management fees and minimum account size are negotiable. For Intermediate & Core Fixed Income: .45% of market value on the first $10 million, .30% of the market value on the next $40 million, . 18% of market value on the next $50 million, and .14% of the market value of the remaining portfolio. For Short Duration Fixed Income: .25% of market value on the first $10 million, .20% of the market value on the next $40 million, .15% of market value on the next $50 million, and .10% on the market value of the remaining portfolio.