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Brent Greninger

16 Years of Experience
north palm beach, FL
2 DisclosuresBroker

Brent Greninger is a registered investment advisor at Buckman Advisory Group LLC, based in north palm beach, FL, with 16 years of industry experience. Brent 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.

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
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Location

631 us highway 1, north palm beach, FL, 33408

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2021
Customer Dispute
September 2021
Settled
Employment History
Current Registrations
Buckman Advisory Group LLC
March 2022 - Present · 4 yrs 7 mos
Buckman, Buckman & Reid, INC.Broker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Raymond James & Associates, INC.
February 2016 - December 2021 · 5 yrs 10 mos
Raymond James & Associates, INC.Broker
January 2016 - January 2022 · 6 yrs
Morgan Stanley
September 2012 - January 2016 · 3 yrs 4 mos
Morgan StanleyBroker
September 2012 - January 2016 · 3 yrs 4 mos
Wells Fargo Advisors, LLC
August 2010 - September 2012 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
July 2010 - September 2012 · 2 yrs 2 mos
State Registrations5 states
CAFLINNJVA
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.