Assets Under Management
$546.2M
Number of Clients
519
Number of Advisors
9
Average Client AUM
$1.1M
AUM per Advisor
$60.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Butensky & Cohen Financial Security, Inc. provides investment management and financial planning services. They specialize in wealth management, combining investment management and financial planning to assist clients in achieving their financial goals. They develop personalized investment strategies and financial plans based on client's unique needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable under 1.50% on a client-to-client basis.
110 Professional Drive, Suite 101, Ponte Vedra Beach, FL, 32082