Buena Vista Investment Management provides investment advice to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. They create investment plans tailored to each client's goals, risk tolerance, and time horizon. They may also select third-party investment advisors to manage client assets. Buena Vista also offers financial planning services covering areas like retirement, insurance, taxes, and college planning.
Assets Under Management$26M
Clients77
Advisors1
Avg. per Client$330K
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $1.0M | 1.15% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees above $5,000,000 are custom/negotiated. The total fee charged to the client will not exceed 2.0% of AUM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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