About BUFF CAPITAL MANAGEMENT, LLC
BUFF CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that specializes in helping clients achieve their financial goals. The company prides itself on its team of expert financial advisors who provide personalized and comprehensive financial planning services.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Expertise in various areas of finance such as investment management, retirement planning, and estate planning
- Uses a holistic approach to financial planning
- Offers a range of financial services and solutions to meet each client’s unique needs
Facts and Insights
BUFF CAPITAL MANAGEMENT, LLC has been in business for over 15 years, serving a diverse range of clients in various industries. The company has a strong track record of helping clients achieve their financial goals and has earned a reputation for its expertise, integrity, and personalized approach.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
*All figures as of December 31, 2020
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Charitable Giving
Client Types
BUFF CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small businesses. The company also provides specialized services for high net worth individuals, corporate executives, and non-profit organizations.
Fees & Compensation
BUFF CAPITAL MANAGEMENT, LLC operates on a fee-only basis, which means that the company does not receive commissions or other forms of compensation from financial product providers. The company’s fees are based on a percentage of the assets under management, ensuring that the advisors’ interests are aligned with their clients’ goals.
Background
The founding partners of BUFF CAPITAL MANAGEMENT, LLC have over 30 years of combined experience in the financial services industry. They are highly qualified and hold various professional designations, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, BUFF CAPITAL MANAGEMENT, LLC has a fiduciary duty to act in the best interests of its clients. The company commits to disclosing any potential conflicts of interest and providing transparent and ethical services to its clients.