Buckeye Wealth Management LLC

Buckeye Wealth Management LLC is a financial advisory firm based in Westerville, Ohio. Established in December 2007 through a merger of three advisory firms, the current principal owners are Jeffrey G. Best and Donald J. DePalma. The firm specializes in providing individual account management services tailored to clients' financial objectives, needs, and risk tolerance. Clients have the option to impose restrictions on investing in certain securities. The firm offers investment management services based on various asset allocation strategies, including the Efficient Frontier Approach and Core-Satellite Strategy. The minimum account size for their services is generally $100,000, with exceptions made in special circumstances. Buckeye Wealth Management operates under a discretionary account management model, allowing the firm to make trades on behalf of clients without specific authorization for each trade. The firm does not engage in performance-based fees and does not maintain custody of client assets. Clients are responsible for any custodial fees or charges. The firm charges fees based on a percentage of the market value of client assets, with a declining tiered schedule based on the account size. Buckeye Wealth Management does not engage in performance-based fees and does not receive compensation from custodians or mutual fund companies. The firm primarily serves individuals, pension or profit-sharing platforms, and trusts. The investment strategies employed by the firm are based on clients' risk tolerance, time horizon, and financial goals. The firm's investment philosophy emphasizes global diversification, investment manager specialization, and third-party research. Buckeye Wealth Management has not been involved in any disciplinary actions as of the most recent filing date.