Buoyant Wealth manages individually tailored investment portfolios and offers comprehensive financial planning. Buoyant Wealth designs personalized investment policies based on each client's specific goals, risk tolerance, and tax considerations, primarily utilizing passive investment strategies with index funds and exchange-traded funds. Clients can also receive ongoing or project-based financial planning covering retirement, cash flow, taxes, estate planning, insurance, and college savings. Buoyant Wealth serves individuals, high-net-worth individuals, and businesses, and operates with no account minimums.
Assets Under Management$25M
Clients30
Advisors1
Avg. per Client$820K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees are negotiable and paid monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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