Bucher Wealth Advisors offers investment management and financial planning services. Investment management involves creating and managing portfolios with various securities. Financial planning covers areas like retirement, estate, tax, and education planning. Bucher Wealth Advisors works with clients to understand their goals and risk tolerance, tailoring advice to their specific needs. They may also recommend separately managed accounts.
Fee Structure
Bucher Wealth Advisors charges a fee based on the value of your portfolio. The maximum annual fee is 1.25%. This fee is calculated quarterly, in advance. If Bucher Wealth Advisors recommends separately managed accounts, those fees are separate and in addition to Bucher Wealth Advisors' fees, with a combined maximum of 1.75%. Bucher Wealth Advisors covers the cost of Pontera® for managing held-away assets.