Buckeye Financial Solutions provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. Founded in 2003 and located in Canton, Ohio, the firm operates as a fee-only practice, meaning it does not accept commissions for selling financial products or insurance, and maintains no affiliations with product sales entities. Buckeye Financial Solutions offers comprehensive wealth management agreements that cover cash flow management, insurance reviews, investment management, education funding, retirement planning, estate planning, and optional tax preparation. The firm primarily utilizes strategic asset allocation with a core and satellite approach, investing in no-load or low-load mutual funds, exchange-traded funds, individual stocks, and bonds. Clients retain final authority over investment selections, and assets are held with qualified independent custodians like Charles Schwab & Company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1.0M | 0.45% |
| $1.0M - $2.0M | 0.30% |
| $2M+ | 0.20% |
Fees are negotiable and subject to a minimum annual fee of $1,500.