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Alvin Abe

Buck Wealth Strategies, LLC
39 Years of Experience
Honolulu, HI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alvin Abe is a registered investment advisor at Buck Wealth Strategies, LLC, based in Honolulu, HI, with 39 years of industry experience. Alvin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,948 clients with $1.6B in assets under management.

Buck Wealth Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,948 clients
Average Client Portfolio
$557K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, or other factors, and are negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

55 Merchant Street, Suite 2100, Honolulu, HI, 96813

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alvin is a life insurance agent with E.A. Buck Insurance, doing business as E.A. Buck Financial Services, dedicating full-time hours. He is also an investment advisor representative with Buck Wealth Strategies and a registered representative with Madison Avenue Securities, LLC, each also taking full-time hours.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
July 2022 - Present · 4 yrs 3 mos
Madison Avenue Securities, LLCBroker
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
Ae Wealth Management, LLC
December 2019 - January 2023 · 3 yrs 1 mo
Parkland Securities, LLCBroker
August 2011 - December 2019 · 8 yrs 4 mos
Spc
August 2011 - December 2019 · 8 yrs 4 mos
H. Beck, INC.
January 2007 - August 2011 · 4 yrs 7 mos
H. Beck, INC.Broker
April 2001 - August 2011 · 10 yrs 4 mos
Ifg Network Securities, INC.Broker
April 1992 - April 2001 · 9 yrs
Derand/pennington/bass, INC.Broker
December 1988 - May 1992 · 3 yrs 5 mos
E. A. Buck CO., INC.Broker
June 1987 - December 1988 · 1 yr 6 mos
State Registrations3 states
CACOHI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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