Buckeye Wealth Partners provides wealth management and investment management services, which include continuous advice on investing client funds based on individual needs. They also offer financial planning services, where they evaluate a client's current and future financial state. Buckeye Wealth Partners also offers tax preparation services. The firm may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$68M
Clients252
Advisors2
Avg. per Client$270K
Avg. per Advisor$34M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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