William Buckingham is a CFP-designated registered investment advisor at W. C. Buckingham, CPA, based in Arroyo Grande, CA, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.5M | 0.90% |
| $2.5M - $4.5M | 0.80% |
| $4.5M+ | 0.70% |
Fees are negotiable. Initial planning and account set-up is $500. The fees are paid in advance and billed semi-annually.
Fee Estimator
Location
Arroyo Grande, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
W. C. Buckingham, CPA
State Registrations1 state
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