Buffalo Valley Wealth Plus (BVWP) provides ongoing portfolio management based on individual client goals and risk tolerance. BVWP also offers financial coaching services, providing general financial planning advice and assisting with asset allocation. BVWP primarily recommends income generation through preferred stock, master limited partnerships, business development companies, closed-end funds, and common equity.
Assets Under Management$85M
Clients214
Advisors4
Avg. per Client$390K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | 0.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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