Buell Investment Advisors offers financial planning and portfolio management services. Financial planning includes reviewing investment goals, risk tolerance, and financial concerns. Portfolio management involves managing assets through Raymond James, with options for discretionary or non-discretionary supervision. They also offer access to accounts managed by other asset managers through the Freedom Account.
Assets Under Management$35M
Clients106
Advisors4
Avg. per Client$330K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.5M | 2.00% |
| $2.5M+ | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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