Bruce Davis is a registered investment advisor at Buck Wealth Strategies, LLC, based in Denver, CO, with 26 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,371 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buck Wealth Strategies manages your investments for a fee based on a percentage of the assets they manage. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account and the complexity of your portfolio. The maximum annual advisory fee is 1.50%. Fees are billed monthly. Employees and their family-related accounts are charged a reduced fee.
Location
4600 S. Syracuse Street, Suite 650, Denver, CO, 80237
Get directionsHistory
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
Bruce works as a financial advisor and insurance agent for E.A. Buck Financial Services and E.A. Buck Insurance, respectively, and as an investment advisor representative for Buck Wealth Strategies. Each of these roles takes a full-time commitment.
Employment History
Current Registrations
Buck Wealth Strategies, LLC
Previous Registrations
Madison Avenue Securities, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Curian Clearing, LLCBroker
Curian Capital, LLC
Jackson National Life Distributors LLCBroker
New England SecuritiesBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Jackson National Life Distributors, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities CorporationBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
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.