Buttonwood Partners, INC.
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)
About This Firm
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 may concentrate a client’s account in a few securities, which can create a higher market risk.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fee schedule shown is for equity accounts. Fixed income accounts have lower fees for higher asset values. Balanced accounts have a fee of 1.00% for the first $5,000,000 and then decrease.
Fee Estimator
BPI's fees for continuous advisory services are negotiable but generally conform to the provided schedule. For fixed income, balanced, and equity accounts, the fee is 1.00% on the first $1,000,000. The fee decreases for higher asset values. There is a minimum annual fee of $500, billed as $125 per quarter. The fees include account management and securities order execution services, but do not cover sales loads or commissions on mutual funds or other investment-related products. Fees are payable quarterly in advance and are based on the account's asset value on the last business day of the previous calendar quarter.
Areas of Practice
Location
701 Deming Way, Suite 100, Madison, WI, 53717