Assets Under Management
$15.4M
Number of Clients
32
Number of Advisors
5
Average Client AUM
$481K
AUM per Advisor
$3.1M
Compensation
Fee-Only (AUM)
Buttonwood Partners, Inc. (BPI) offers continuous investment advisory services to individuals, trusts, charitable organizations, and corporations. They assist clients in determining investment objectives and manage assets accordingly. BPI is also a securities broker-dealer.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee schedule is for fixed income accounts. Balanced accounts charge 1% on the first $3M, 0.95% on the next $5M, and 0.75% over $10M. Equity accounts charge 1% up to $10M and 0.95% over $10M. Minimum annual fee: $500.
701 Deming Way, Suite 100, Madison, WI, 53717