Alfred Veloso

Buckman Advisory Group's fees for managing your investments are based on a percentage of the total value of your portfolio. The fees are assessed quarterly, in advance.

The typical advisory fee schedule is:

• First $250,000: 1.75% per year
• Next $750,000: 1.50% per year
• Over $1,000,000: 1.25% per year

For accounts that are actively traded, a higher advisory fee will be assessed:

• First $250,000: 3.00% per year
• Next $750,000: 2.50% per year
• Over $1,000,000: 2.00% per year

There is a minimum of $50,000 per account required to participate in the Program.