Buska Wealth Management is an investment advisory firm offering discretionary asset management, financial planning, and consulting services to individuals and business owners. Buska Wealth Management helps clients develop comprehensive financial strategies covering cash flow, college savings, retirement, tax planning, and estate planning. In addition to direct portfolio management, Buska Wealth Management partners with a third-party portfolio manager, Gradient Investments, to provide specialized investment strategies such as custom indexing, tactical allocations, and wealth preservation portfolios. Buska Wealth Management does not sell commissioned investment products directly, but the firm's leadership maintains affiliations with an insurance agency and a tax preparation company, offering clients related services through those entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Direct management fee is 1.00%. Co-advisor portfolios through Gradient Investments range from 0.75% to 1.40% total annual fee, which includes a 0.25% to 0.40% manager fee and a $15 quarterly technology fee per account.