Buttonwood Partners is a Madison, Wisconsin-based firm founded in 1990 that provides continuous investment management services. Operating as both a registered investment advisor and a securities broker-dealer, the firm builds customized portfolios across a wide variety of securities, including stocks, bonds, mutual funds, and options. Buttonwood Partners uses fundamental and technical analysis to guide investment decisions and often concentrates client accounts in a select few securities to pursue returns, though this approach carries higher market risk. The firm manages approximately $17 million in client assets and handles trades through a clearing agreement with National Financial Services. Buttonwood Partners primarily serves individuals, trusts, retirement plans, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $1.0M | 1.00% |
| $1M+ | 0.95% |
Schedule reflects equity account rates. Fixed income and balanced accounts have lower rates for larger tiers (e.g., fixed income drops to 0.45% over $10M). Fees are negotiable.