HN Buss Investing offers investment management and financial planning services tailored to each client's goals and risk tolerance. Financial plans can include net worth analysis, tax considerations, cash flow, income, asset allocation, retirement goals, education goals, and insurance coverage. Clients choose the level of financial planning they receive. Investment management fees are based on a percentage of assets managed.
Assets Under Management$12M
Clients59
Advisors1
Avg. per Client$210K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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