Yeske Buie is a registered investment advisor offering comprehensive wealth management services, which combine personalized financial planning and active investment management. Yeske Buie guides clients through a discovery process to understand their goals, risk tolerance, and values, then builds customized portfolios using exchange-traded funds and mutual funds. Their financial planning covers retirement forecasting, cash flow analysis, tax planning strategies, educational funding, and estate planning analysis. Yeske Buie operates as a fee-only firm and serves individuals, high-net-worth families, trusts, estates, and retirement plans, typically requiring a minimum relationship size of $3,000,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are charged quarterly in arrears based on the market value of assets under management at the end of the calendar quarter.