Eric Robbins is a registered investment advisor at Buckeye Wealth Management LLC, based in Westerville, OH, with 21 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 252 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual & minimal fee rates are negotiable.
Fee Estimator
Location
155 Commerce Park Drive, Suite 2, Westerville, OH, 43082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Buckeye Wealth Management LLC
Previous Registrations
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State Registrations1 state
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