Yeske Buie is a wealth management firm that provides financial planning and investment management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, foundations, endowments, charitable organizations, and corporations. Yeske Buie works with clients to understand their goals, values, and risk tolerance to develop a personalized investment policy statement. They actively manage client investment portfolios on a discretionary basis, using exchange-traded funds and mutual funds.
Assets Under Management$1.1B
Clients469
Advisors9
Avg. per Client$2.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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