Buska Wealth Management offers investment management and financial planning services to individuals and business owners. Investment advice is an integral part of financial planning. The firm also advises on cash flow, college planning, retirement, tax, and estate planning. Buska Wealth Management has a co-advisor relationship with Gradient Investments, LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable based upon certain criteria. Buska Wealth Management also has a co-advisor relationship with Gradient Investments, LLC, which offers actively managed portfolios. The fee for these services is 1.25% annually, with 1.00% going to Gradient Investments and 0.25% to Buska Wealth Management. Preservation portfolios are offered at 0.75% annually, with 0.50% going to Gradient Investments and 0.25% to Buska Wealth Management.