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
1001 yamato rd., Boca Raton, FL, 33431
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Customer Dispute
October 2024Other Business Activities
Justin is a franchise owner of 37/44 LLC, owner of JG Phoenix, LLC, and a member of TAM Investments LLC, all vitality clinics or investment clubs. He dedicates minimal time to JG Phoenix and TAM Investments, and no time to 37/44 LLC or Stern Wealth Management LLC.