Edward Bao
Edward Bao is a CFP-designated registered investment advisor at Buckman Advisory Group LLC, based in Little Silver, NJ, with 33 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 868 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable depending on client needs and situation complexity. Actively traded strategies have a separate higher fee schedule (3.00% up to $250k, 2.50% for the next $750k, and 2.00% over $1M). The firm does not household accounts for billing breakpoints.
Fee Estimator
Location
44 Church Street, Little Silver, NJ, 07739
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Regulatory 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 ActivitiesSells Insurance
Edward is a registered representative/investment advisor representative at Smallwood Wealth Management, dedicating full-time hours. He is also a member/insurance agent at Smallwood Associates, LTD, spending about half his time providing insurance services, and a sole member of Educational Lane, LLC, spending minimal time on property management.
Employment History
Current Registrations
Buckman, Buckman & Reid, INC.Broker
Buckman Advisory Group LLC
Previous Registrations
Regulus Financial Group, LLCBroker
Smallwood Wealth Management
Hanlon Investment Management, INC.
Purshe Kaplan Sterling InvestmentsBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Pax Clearing CorporationBroker
Jefferies Execution Services, INC.Broker
Gruntal & CO. IncorporatedBroker
Gruntal & CO. IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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