Buttonwood Partners, Inc. (BPI) offers continuous investment advisory services, managing client assets based on their investment objectives. BPI can concentrate a client's account in a few securities it believes will perform well. BPI is also a securities broker-dealer.
Assets Under Management$16M
Clients28
Advisors5
Avg. per Client$580K
Avg. per Advisor$3.3M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.95% |
Schedule shown is for balanced and equity accounts. Fixed income accounts have a different schedule: Next $1M: 0.85%, Next $3M: 0.75%, Next $5M: 0.60%, Over $10M: 0.45%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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