Buffalo First Wealth Management (BFWM) provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and other organizations. BFWM offers portfolio management tailored to each client's goals and risk tolerance. They also provide consulting services to pension plans and endowments. Financial planning covers areas like retirement, college, and debt management. BFWM generally invests in mutual funds, stocks, bonds, ETFs, hedge funds, and insurance products.
Assets Under Management$92M
Clients583
Advisors4
Avg. per Client$160K
Avg. per Advisor$23M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1000K | 0.90% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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