Buttonwood Advisors, based in Canton, Ohio, offers investment advisory services tailored to individual client needs. Buttonwood provides discretionary portfolio management, meaning they make investment decisions for you based on your goals and risk tolerance. They primarily use stocks, exchange traded funds, mutual funds, corporate bonds, municipal bonds, and U.S. government securities. Buttonwood monitors and rebalances portfolios as needed.
Assets Under Management$2.3M
Clients32
Advisors2
Avg. per Client$73K
Avg. per Advisor$1.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...