Buttonwood Wealth, based in Winchester, Virginia, offers personalized financial planning and portfolio management services. Financial planning covers cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Portfolio management is offered through a wrap fee program with LPL Financial and a web-based platform with Betterment. Buttonwood Wealth may also recommend third-party investment advisors.
Assets Under Management$430M
Clients406
Advisors6
Avg. per Client$1M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Buttonwood Wealth offers portfolio management through two platforms:
- Wrap Fee Program: A single, bundled fee covers portfolio management, custodial services, and transaction costs. The exact fee is negotiable, but will not exceed 1.50% annually.
- Betterment Platform: The advisory fee is 0.50% of the value of your account annually. Betterment also charges a platform fee of 0.25%.
Loading...