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
3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410
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
Wendy works as an investment advisor for Lindberg & Ripple and LRI Investments LLC, dedicating full-time and nearly full-time hours, respectively. She also works as a small business marketing consultant for WBA Management, LLC, spending a few hours per week.