Buellesfeld Financial Services (BFS) offers investment advice and manages portfolios for individuals. BFS researches and recommends investments including stocks, bonds, mutual funds, and exchange traded funds (ETFs). BFS also provides financial consulting services, including advice on insurance and tax planning, at no additional cost to investment advisory clients.
Assets Under Management$43M
Clients229
Advisors1
Avg. per Client$190K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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