Buoyancy Capital provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Buoyancy creates an investment plan for each client to aid in selecting a portfolio that matches their specific situation. Buoyancy generally invests in equities, fixed income, ETFs, real estate funds, and options, primarily recommending domestic equities.
Assets Under Management$840K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$840K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees are negotiable. Qualified clients may be charged a performance-based fee of 25% of net profits above a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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