Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for financial planning and consulting are negotiated between you and your IAR, depending on the nature of the services, time, and complexity. The maximum fee for Wrap accounts is 2.0%, which coincides with IFP’s maximum fee if the account is not a TPAM account. The maximum fee for a TPAM account is 2.5%.
Areas of Practice
Advisor Information
Office location
3633 Ebenezer Rd, Cincinnati, OH, 45248
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew is a CPA/bookkeeper/tax preparer and director/president of Andrew J. Bucher & Company, Inc., spending nearly all of his time on this. He also works with Waterbury & Associates as a registered investment advisor, dedicating minimal time, and provides investment advisory services through Independent Financial Partners, spending about 10-20% of his time on this.