Buck Wealth Strategies, LLC
Assets Under Management
$565.4M
Number of Clients
2,371
Number of Advisors
39
Average Client AUM
$238K
AUM per Advisor
$14.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BWS offers discretionary investment management services, allocating client assets among equities, ETFs, and mutual funds. They engage with clients to understand their goals, risk tolerance, and financial situation, creating personalized investment plans. BWS also offers financial planning services and retirement plan advisory services.
Fee Structure
Investment management fees are based on a percentage of assets under management, with a maximum annual fee of 1.50%. Fees are billed monthly in arrears based on the average daily balance. Financial planning services are offered for a separate, negotiable fee. Retirement plan services have flat fees ranging from $2,500 to $50,000, or a percentage of managed plan assets not exceeding 1.00%. A minimum account value of $25,000 is required, but may be waived.
Areas of Practice
Location
4600 S. Syracuse Street, Suite 650, Denver, CO, 80237