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Alfred Veloso

Buckman Advisory Group LLC
55 Years of Experience
Little Silver, NJ
1 DisclosureBroker
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Alfred Veloso is a registered investment advisor at Buckman Advisory Group LLC, based in Little Silver, NJ, with 55 years of industry experience. Alfred 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.

Buckman Advisory Group LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
868 clients
Average Client Portfolio
$319K average
Assets Under Management
$277.3M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $1.0M1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

44 Church Street, Little Silver, NJ, 07739

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History

Regulatory History (1)
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Regulatory
December 1973
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Buckman Advisory Group LLC
April 2005 - Present · 21 yrs 6 mos
Buckman, Buckman & Reid, INC.Broker
July 1998 - Present · 28 yrs 3 mos
Previous Registrations
Tucker Anthony IncorporatedBroker
May 1989 - July 1998 · 9 yrs 2 mos
D. H. Blair & CO., INC.Broker
April 1984 - May 1989 · 5 yrs 1 mo
Tucker, Anthony & R. L. Day, INC.Broker
December 1981 - April 1984 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1980 - December 1981 · 1 yr 4 mos
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - July 1980 · 6 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
January 1980 - January 1980 · 0 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
November 1972 - January 1980 · 7 yrs 2 mos
Eastman Dillon, Union Securities & CO., IncorporatedBroker
August 1972 - November 1972 · 3 mos
Hayden Stone INC.Broker
September 1970 - August 1972 · 1 yr 11 mos
State Registrations1 state
NJ
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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