Buss Capital Management provides investment advice and financial planning. They offer both discretionary and non-discretionary portfolio management services. For financial planning, they create comprehensive plans tailored to the client's financial situation and goals. Buss Capital also offers seminars on various financial topics.
Assets Under Management$30M
Clients49
Advisors2
Avg. per Client$600K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.60% |
These fees are for non-discretionary accounts. Discretionary accounts have a slightly different fee schedule: Up to $500,000: 1.20%, Over $500,000 to $1,000,000: 0.90%, Over $1,000,000 to $1,500,000: 0.70%, Over $1,500,000 to $2,000,000: 0.60%, Over $2,000,000: 0.50%. Covered Call Options Strategy: 2.00%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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