Buttonwood Capital Management provides financial planning, wealth management, and strategic advice. They work with clients to develop financial strategies, manage investments, and integrate tax and estate planning. They offer both discretionary and non-discretionary investment advice on various investments, tailored to individual client needs and goals.
Assets Under Management$310M
Clients351
Advisors3
Avg. per Client$900K
Avg. per Advisor$100M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | Included |
Fees are customized for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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