Buckler Wealth Management provides investment advice and financial planning to individuals. They offer investment management services where they manage client funds based on individual needs and goals. Financial planning services cover various topics like business planning, cash flow management, college savings, estate planning, insurance review, retirement planning, risk management, and tax strategies. Buckler Wealth Management also offers educational seminars on financial topics.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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