Scott Furman
Scott Furman is a registered investment advisor at Buckman Advisory Group LLC, based in no. palm beach, FL, with 29 years of industry experience. Scott 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
631 us hwy one, no. palm beach, FL, 33408
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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 →Employment History
Current Registrations
Buckman Advisory Group LLC
Buckman, Buckman & Reid, INC.Broker
Previous Registrations
Jesup & Lamont Securities CORPBroker
Empire Financial Group, INC.Broker
Newbridge Securities CorporationBroker
Gunnallen Financial, INCBroker
International Securities CorporationBroker
Source Capital Group, INC.Broker
Merit Capital Associates, INC.Broker
Sterling Financial Investment Group, INC.Broker
Sterling Financial Investment GroupBroker
Westport Resources Investment Services, INC.Broker
Barber & Bronson IncorporatedBroker
State Registrations11 states
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