Buff Your Finances, LLC (BYF) manages investment portfolios and provides financial planning services. Financial planning covers areas like cash flow, debt management, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. BYF also offers comprehensive financial planning with ongoing access to a planner. BYF uses fundamental analysis and may recommend third-party managers.
Assets Under Management$9.9M
Clients41
Advisors1
Avg. per Client$240K
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are negotiable. Ongoing Financial Planning clients get the first $25,000 of Investment Management fees included with their Financial Planning fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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