Buttonwood Financial Advisors (BFA) offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. BFA manages investments based on a client's individual needs and goals. Financial planning includes a comprehensive evaluation of a client’s current and future financial state, covering personal investing, tax analysis, insurance, estate, educational, and retirement planning.
Assets Under Management$390M
Clients325
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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