Buckman Advisory Group LLC
Assets Under Management
$236.1M
Number of Clients
834
Number of Advisors
14
Average Client AUM
$283K
AUM per Advisor
$16.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Buckman Advisory Group provides ongoing portfolio management based on client goals and risk tolerance, typically recommending participation in their wrap fee program. They also offer financial planning services, but clients are not required to utilize them. They may recommend third-party money managers.
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
Location
44 Church Street, Little Silver, NJ, 07739