Buckeye Wealth Management (BWM) offers investment management services tailored to individual client objectives, needs, and risk tolerance. BWM uses various asset allocation strategies, including the Efficient Frontier Approach and Core-Satellite Strategy. BWM has discretionary authority to make trades in client accounts. BWM also offers general financial planning information as part of its account management services at no additional cost.
Assets Under Management$72M
Clients252
Advisors4
Avg. per Client$290K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,500
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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