Buttonwood Financial Group offers comprehensive wealth management services designed to coordinate and simplify clients' financial lives by acting as primary financial advisor and administrator. The firm provides Family CFO Planning Services covering financial independence, business strategy, tax strategy, insurance planning, multigenerational wealth, education planning, lifecycle roadmaps, and estate and legacy planning. Additionally, Buttonwood offers discretionary and non-discretionary investment management, building globally diversified portfolios primarily using mutual funds, exchange-traded funds, fixed income securities, and occasionally private funds and variable annuities. The firm also offers specialized Simplicity360 services such as bill pay, payroll coordination, concierge assistance, and property management, alongside retirement plan services for federal retirement plan rules governing retirement accounts. Buttonwood tailors each engagement to the client's individual goals and works closely with outside professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. ERISA plan asset management fee is 0.50%.