Buttonwood Financial Group provides comprehensive wealth management services, including financial planning, investment management, and Simplicity360 services like bill pay and business consulting. They also offer investment management as a Section 3(38) investment manager to ERISA plans. Buttonwood tailors its advice to each client's needs and objectives, gathering detailed information to create a customized investment policy statement. Clients retain the right to decide whether to act upon Buttonwood’s recommendations.
Assets Under Management$700M
Clients548
Advisors9
Avg. per Client$1.3M
Avg. per Advisor$77M
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 on a case-by-case basis. Discounts are offered to family and friends of the firm. Fees are waived for employees and spouses/domestic partners of employees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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