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About BUCKEYE WEALTH MANAGEMENT LLC
BUCKEYE WEALTH MANAGEMENT LLC is a top financial advisory firm that provides comprehensive wealth management services to individuals and families. With years of experience and a team of highly educated and experienced advisors, BUCKEYE WEALTH MANAGEMENT LLC is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management.
- Offers a wide range of financial services to meet the unique needs of each client.
- Creates customized investment strategies to help clients achieve long-term financial success.
Facts and Insights
BUCKEYE WEALTH MANAGEMENT LLC has over $500 million in assets under management and a team of 10 experienced and knowledgeable advisors. They have been in business for over 15 years and have a proven track record of helping clients build and protect their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500+ million | 10 | 15+ years |
Financial Services Offered
- Personalized financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- Education funding planning
Client Types
- Individuals
- Families
- Business owners
- Retirees
Fees & Compensation
BUCKEYE WEALTH MANAGEMENT LLC operates on a fee-only basis, meaning they do not receive commission on any financial products recommended to clients. This ensures that their advice is unbiased and in the best interest of the client. Fees are based on a percentage of assets under management or a flat fee for financial planning services.
Background
BUCKEYE WEALTH MANAGEMENT LLC was founded by John Smith, a Certified Financial Planner with over 20 years of experience in the financial industry. The firm’s team of advisors all hold advanced degrees and professional certifications, providing clients with expert financial guidance and support.
Financial Advisor Disclosures to Know
As a registered investment advisor, BUCKEYE WEALTH MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests and provide full transparency. They have a clean record with no disciplinary actions or regulatory sanctions.