Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
For the above fee schedule, there is a trade threshold of 80 trades per year. A fee of $35.00 per trade will be assessed after the threshold has been reached. For accounts in which an actively traded strategy is pursued, a higher advisory fee will be assessed depending on the level of activity. The typical advisory fee schedule for an account that is actively traded is as follows: First $250,000 3.00%, Next $750,000 2.50%, Over $1,000,000 2.00%
Fee Estimator
Buckman Advisory Group charges an annual advisory fee based on assets under management, billed quarterly in advance. There is a minimum of $50,000 per account to participate in the wrap fee program. Actively traded accounts are subject to a higher fee schedule. Financial planning fees range from $1,500 to $10,000 as a flat fee or $150 to $300 per hour. There is a trade threshold of 80 trades per year, after which a fee of $35.00 per trade will be assessed.
Areas of Practice
Advisor Information
Office location
199 Broad Street, Red Bank, NJ, 07701
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 ActivitiesSells Insurance
Edward is a registered representative/investment advisor representative at Smallwood Wealth Management, dedicating full-time hours. He is also a member/insurance agent at Smallwood Associates, LTD, spending about half his time providing insurance services, and a sole member of Educational Lane, LLC, spending minimal time on property management.