Buffalo Capital Advisors (BCA) provides portfolio management services tailored to individual client goals, objectives, and risk tolerance. BCA creates an Investment Policy Statement for each client. BCA also offers financial planning services including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. BCA primarily recommends stocks, bonds and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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