Buckhead Resources (BRI) offers ongoing portfolio management services tailored to individual client goals and risk tolerance. BRI creates investment plans and manages portfolios with discretionary authority. BRI also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. BRI primarily recommends natural resources but may use other securities to diversify portfolios.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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