Build Financial Advisors provides personalized investment management and financial planning services to individuals and families. The firm constructs portfolios primarily using low-cost exchange-traded funds and mutual funds tailored to each client's specific goals, time horizon, and risk tolerance. Build Financial Advisors operates as a registered investment advisor and is legally required to act in your best interest. In addition to managing investments, Build Financial Advisors offers ongoing tax planning and preparation, ongoing coaching, and project-based financial planning. The firm has no minimum investment requirement to open an account, making its services accessible to newer or smaller investors. The leadership team includes Certified Financial Planners and Certified Public Accountants who bring decades of combined experience in financial and accounting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is generally 1.00% and is negotiable based on portfolio size, complexity, and scope of services. Additional quarterly fees ($375-$750), hourly fees ($185-$300), or project fees ($300-$5,000) may apply.