Richard Mohr is a CFP, PFS-designated registered investment advisor at Buckeye Financial Solutions, INC., based in Canton, OH, with 23 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 91 clients with $89M 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 | 0.60% |
| $500K - $1.0M | 0.45% |
| $1.0M - $2.0M | 0.30% |
| $2M+ | 0.20% |
Minimum annual fee is $1,500 and is negotiable. A separate fee for financial planning may be billed in addition to the asset management fee.
Fee Estimator
Location
4553 Everhard Road, Nw, Canton, OH, 44718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Buckeye Financial Solutions, INC.
Previous Registrations
Cornerstone Capital Advisors
State Registrations1 state
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