Build Asset Management

Fee-Only (% of Portfolio)

Build Asset Management offers investment management services to individuals, businesses, and institutions. They gather information about your financial situation, goals, and risk tolerance to manage your account. Build can manage your investments with your permission to make trades without asking you first. They offer advice on stocks, bonds, mutual funds, ETFs, options, private funds, and alternative investments.

Assets Under Management$44M
Clients2
Advisors3
Avg. per Client$22M
Avg. per Advisor$15M

Fee Structure

Investment management only (planning not offered)

Build Asset Management charges an annual fee for managing your investments, ranging from 0.25% to 2.00% of your portfolio's value. The specific fee depends on the amount you invest, the complexity of the services, and the level of administration requested. The fee is billed monthly, based on the value of your account at the end of each month. Fees may be negotiable.

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Location

3 Advisors at this firm