Buckeye Financial Solutions offers personalized financial planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Buckeye Financial Solutions is a fee-only firm and does not receive commissions.
Assets Under Management$89M
Clients91
Advisors1
Avg. per Client$980K
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
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% |
Minimum annual fee is $1,500 and is negotiable. A separate fee for financial planning may be billed in addition to the asset management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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