Buswell Associates, Inc. (BAI) provides financial planning and investment management services. BAI also helps employers manage retirement plans for their employees. BAI uses financial advice software to provide comprehensive financial planning advice. BAI manages money for its clients using mutual funds and annuity contracts.
Assets Under Management$30M
Clients39
Advisors1
Avg. per Client$760K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...