Bouchey Financial Group offers wealth management services, including financial planning and investment management, to individuals, high-net-worth individuals, pension and profit-sharing plans, businesses, trusts, estates, and charities. Bouchey Financial creates customized investment strategies using mutual funds, individual stocks, bonds, and exchange-traded funds. They may also recommend independent investment managers. Financial planning covers areas like business, retirement, insurance, education, and estate planning. Bouchey Financial also provides retirement plan advisory services to plan sponsors.
Fee Structure
Bouchey Financial charges a percentage of your portfolio's value each quarter. The annual fee can be up to 1.00%, depending on the complexity of the services, the amount you invest, and your overall relationship with Bouchey Financial. More complex situations may result in a higher fee. Fees may be negotiable.
