Button & Button Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, creating written plans covering topics like retirement, education, and risk management. You are responsible for implementing any financial planning recommendations. They also offer retirement plan services to plan sponsors and participants.
Assets Under Management$3.3M
Clients17
Advisors1
Avg. per Client$190K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
This is not a blended fee schedule. Your entire account will be charged the same fee based on the total account value in the tiered fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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