Builder Investment Group Fees & Minimum

Overview

Headquarters: Atlanta, GA
Total Firm Assets: $953 million
Average High-Net-Worth Client Portfolio Size: $9.7 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: BIG CLIENT BROCHURE (2026-03-19) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	$10,000,000	0.50%
$10,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$35,000	0.70%
$10 million	$60,000	0.60%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 81.84%
Number of High-Net-Worth Clients: 80
Total Client Accounts: 582
Discretionary Accounts: 582

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 107671

BIG CLIENT BROCHURE (2026-03-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Builder Investment Group disclose?

Is Builder Investment Group a fiduciary?

Where is Builder Investment Group located?

How many clients does Builder Investment Group have?

What services does Builder Investment Group offer?

How much does Builder Investment Group manage?

What types of clients does Builder Investment Group serve?