Patrick Appello is a registered investment advisor at Buckman Advisory Group LLC, based in Little Silver, NJ, with 37 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 834 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buckman Advisory Group's fees for managing your investments are based on a percentage of the total value of your portfolio. The fees are assessed quarterly, in advance.
The typical advisory fee schedule is:
- First $250,000: 1.75% per year
- Next $750,000: 1.50% per year
- Over $1,000,000: 1.25% per year
For accounts that are actively traded, a higher advisory fee will be assessed:
- First $250,000: 3.00% per year
- Next $750,000: 2.50% per year
- Over $1,000,000: 2.00% per year
There is a minimum of $50,000 per account required to participate in the Program.
Location
44 Church Street, Little Silver, NJ, 07739
Get directionsHistory
Regulatory History (2)
Financial
November 2018Customer Dispute
January 1994Other Business Activities
Patrick teaches music at Monmouth Conservatory and Georgian Court University. He spends a few hours per week on these activities.
Employment History
Current Registrations
Buckman Advisory Group LLC
Buckman, Buckman & Reid, INC.Broker
Previous Registrations
Highlander Capital Management LLC
Highlander Capital Group, INC.Broker
Herbert J. Sims & CO. INC.Broker
Fia Capital Group, INC.Broker
Kenneth, Jerome & Co.,inc.Broker
Halpert and Company, INC.Broker
Marketing One Securities, INC.Broker
Janney Montgomery Scott INC.Broker
Thomson Mckinnon Securities INC.Broker
Mclaughlin, Piven, Vogel INC.Broker
First Jersey Securities, INC.Broker
State Registrations3 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.