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Clay Budach | Cash Flow Planning, Estate Planning, Financial Planning

Clay Budach

Typically responds within 24 hours
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
1
Clay Budach's Assets Under Management (AUM)
$25M - $100M
BUSINESS AFFILIATION
Independent RIA
FIDUCIARY
Yes
INVESTMENT APPROACH
Passive management
REGISTERED INVESTMENT ADVISER?
Yes
LOCATION
Ankeny, Iowa
SUPPORT
Standard Support
Clay Budach
Fiduciary Financial Planning & Investment Management.

Minimum Financial Requirements

Annual Income
$150,000
Investable Assets
$350,000

Client Specialties

Services Offered

Service Pricing

Percentage of Assets (AUM)
1% to 1%
One-Time Financial Planning Fee
$4,000 to $10,000
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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