Buoyant Financial, LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services may include investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. Buoyant Financial primarily recommends ETFs but may use other securities to diversify portfolios.
Assets Under Management$28M
Clients40
Advisors1
Avg. per Client$700K
Avg. per Advisor$28M
www.buoyantfinancial.com ·www.facebook.com/buoyantfinancial ·www.linkedin.com/company/buoyant-financial
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...