Applewhite & Buys Financial Advisors provides financial planning and investment management services. Planning covers areas like cash flow, education, retirement, tax, and estate planning. Investment management includes ongoing portfolio supervision. They also offer retirement plan consulting for plan sponsors. The firm emphasizes serving clients in the healthcare, legal, education, and small business communities.
Assets Under Management$140M
Clients175
Advisors2
Avg. per Client$790K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Accounts may be aggregated for fee discounting. For pension and retirement plans, the investment management fee is 0.50% of plan assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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