Iris Buczkowski
Iris Buczkowski is a registered investment advisor at Birch Wealth Management, based in Rome, NY, with 20 years of industry experience. Iris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 176 clients with $62M 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 $250K | 1.50% |
| $250K - $1.5M | 1.20% |
| $1.5M - $4.0M | 0.90% |
| $4M+ | 0.70% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
205 W. Court St., Rome, NY, 13440
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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 →Other Business ActivitiesSells Insurance
Iris is a notary public since 2000, dedicating minimal time. She is also an independent insurance agent since 2001, spending minimal time on this activity.
Employment History
Current Registrations
Birch Wealth Management
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Royal Alliance Associates, INC.Broker
Cadaret, Grant & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.