| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable on a client-by-client basis.
476 E High St, Lexington, KY, 40507
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Buford serves as the Treasurer for the Central Kentucky Planned Giving Council, a role he has held since 2010. This activity requires minimal time.