Buss Capital Management offers personalized portfolio management and financial planning services to individuals, businesses, and non-profit organizations. Founded in 2012 and based in Lake Forest, Illinois, the firm provides both discretionary and non-discretionary investment management, allowing clients to either delegate trading authority or approve recommendations before execution. Buss Capital Management tailors its strategies to each client's specific goals, risk tolerance, and time horizon, utilizing fundamental and technical analysis for asset allocation. Clients also have the option to manage their own portfolios while consulting with the firm on an hourly fee basis. In addition to investment management, Buss Capital Management creates comprehensive financial plans covering retirement, tax considerations, estate planning, and insurance needs. The firm operates with no minimum portfolio size requirement and charges fees as a percentage of assets under management, fixed project fees, or hourly rates.
Fee Structure
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% |
Discretionary accounts have a slightly lower schedule starting at 1.20% down to 0.50%. Covered call options strategy costs an additional 2.00% per year. Fees are not negotiable except for employees and family.