Buffalo Business & Estate Services, operating as Moldenhauer & Associates, is a registered investment advisor offering financial planning and asset management services. Operating since 1974, the firm provides comprehensive financial planning, budgeting, retirement income planning, portfolio analysis, and estate planning analysis. For investment management, Moldenhauer & Associates offers customized portfolios, model portfolios through third-party platforms and Commonwealth Financial Network, and professional third-party manager programs. The firm primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M+ | 0.72% |
Fees are negotiable. Standard schedule shown is for the PPS Custom Program. PPS Select Program rates are lower, starting at 0.75% and dropping to 0.47%.