Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees are negotiable, with a maximum of 2.00% annually, though some clients may agree to a higher fee in limited circumstances. Financial planning fees range from $1,000 to $10,000 per engagement or an hourly fee. Cash management services are available for a flat rate of 0.10% per annum. A minimum initial account value of $100,000 is generally required, but may be waived.
Areas of Practice
Advisor Information
Office location
401 Congress Avenue, Suite 1540, Austin, TX, 78701
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Derek is the principal of BCA Diesel Fuel Masters, LLC, involved in fuel reclamation, dedicating a few hours per week. He is also the principal of BUIS Capital Advisors, LLC, a business consulting firm, spending minimal time on it.