Brett Bucher
Brett Bucher is a CFP-designated registered investment advisor at Bucher Wealth Advisors, based in San Mateo, CA, with 26 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 60 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bucher Wealth Advisors charges a fee based on the value of your portfolio. The maximum annual fee is 1.25%. This fee is calculated quarterly, in advance. If Bucher Wealth Advisors recommends separately managed accounts, those fees are separate and in addition to Bucher Wealth Advisors' fees, with a combined maximum of 1.75%. Bucher Wealth Advisors covers the cost of Pontera® for managing held-away assets.
Location
1730 S. El Camino Real, Suite 250, San Mateo, CA, 94402
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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
Brett is an insurance broker/agent since 1999, conducting this business at the same address as the advisory firm. He dedicates a few hours per week to this activity, outside of trading hours.
Employment History
Current Registrations
Bucher Wealth Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 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.