Buie Investment Advisors works with clients to create a financial outline based on their goals and risk tolerance. They then develop an investment plan to meet those goals. Buie Investment Advisors manages investment portfolios on a discretionary or non-discretionary basis. They also offer general consulting services on a project basis, including cash flow planning, estate planning analysis, and tax planning analysis.
Assets Under Management$50M
Clients46
AdvisorsN/A
Avg. per Client$1.1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.20% |
| $4M+ | 1.20% |
For the traditional investment style (predominate use of individual fixed income and equity securities). Balance above $4,000,000 is negotiable. For the ETF investment style (predominate use of ETFs, funds and individual fixed income securities), the annual fee schedule is 0.6%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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