W. C. Buckingham, CPA provides financial planning and investment management services. This includes helping clients with financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. W. C. Buckingham, CPA is a fee-only firm and does not sell financial products or receive commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.5M | 0.90% |
| $2.5M - $4.5M | 0.80% |
| $4.5M+ | 0.70% |
Fees are negotiable. Initial planning and account set-up is $500. The fees are paid in advance and billed semi-annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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