The Buffalo Financial Group offers ongoing portfolio management services, creating investment plans tailored to each client's financial situation, risk tolerance, and time horizon. They evaluate current investments and request non-discretionary authority to select securities and execute transactions with client permission. Financial planning is included within the investment advisory services and is not a separate standalone service with separate fees. They may also use sub-advisors for portions of your account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Annual fee between 0.25%-1.00% of assets under 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, among others. In limited case, clients may have non-managed that included in portfolio management reviews and performance reports provided to clients. Such assets will be subject to an annual fee of up to 0.15%.