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CFP

Justin Stern

Buckman Advisory Group LLC
14 Years of Experience
Boca Raton, FL
1 DisclosureBroker
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Justin Stern is a CFP-designated registered investment advisor at Buckman Advisory Group LLC, based in Boca Raton, FL, with 14 years of industry experience. Justin 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

1001 yamato rd., Boca Raton, FL, 33431

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History

Regulatory History (1)
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Customer Dispute
October 2024
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Justin is a franchise owner of 37/44 LLC, owner of JG Phoenix, LLC, and a member of TAM Investments LLC, all vitality clinics or investment clubs. He dedicates minimal time to JG Phoenix and TAM Investments, and no time to 37/44 LLC or Stern Wealth Management LLC.

Employment History
Current Registrations
Buckman Advisory Group LLC
January 2019 - Present · 7 yrs 9 mos
Buckman, Buckman & Reid, INC.Broker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
TD Ameritrade Investment Management, LLC
April 2014 - January 2019 · 4 yrs 9 mos
TD Ameritrade, INC.
April 2014 - January 2019 · 4 yrs 9 mos
TD Ameritrade, INC.Broker
April 2014 - January 2019 · 4 yrs 9 mos
Hunter Scott Financial LLC.Broker
March 2014 - March 2014 · 0 mos
Wells Fargo Advisors, LLC
May 2008 - June 2010 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
May 2008 - June 2010 · 2 yrs 1 mo
State Registrations6 states
CACOFLNCNJNY
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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