The Buffalo Financial Group manages investment portfolios and provides personalized financial planning for individuals, families, and high net worth clients. The Buffalo Financial Group creates a personalized investment strategy based on each client's individual goals, time horizon, and risk tolerance, using diversified investments such as mutual funds, exchange-traded funds, and individual stocks and bonds. Financial planning is included as part of the investment management services, covering areas such as cash flow, budgeting, retirement planning, education funding, and basic tax and estate planning concepts. The Buffalo Financial Group operates on a fee structure based on a percentage of the assets under management, and clients keep their assets with an independent custodian like Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Portfolio management fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client's financial circumstances.