Build Asset Management
Assets Under Management
$44.2M
Number of Clients
2
Number of Advisors
3
Average Client AUM
$22.1M
AUM per Advisor
$14.7M
Compensation
Fee-Only (AUM)
About This Firm
Build Asset Management, LLC is an SEC-registered investment adviser offering portfolio management services to institutional clients, businesses, individuals, and high-net-worth individuals. They also provide sub-advisory services to other investment advisers and act as an investment adviser to investment companies and private funds. Investment advice is tailored to each client's needs and objectives.
Fee Structure
Fees for portfolio management services range from 0.25% to 2.00% annually, depending on the assets under management, the complexity of services, and the level of administration. Fees are billed monthly in arrears based on the asset value at the end of each month. Fees may be negotiable. Clients also pay custodial and brokerage fees. Fund management fees for mutual funds or ETFs are paid out of fund assets. The firm does not state a minimum annual fee.
Areas of Practice
Location
3608 West Truman Blvd., Suite 200, Jefferson City, MO, 65109