Dustin Mcdonald is a registered investment advisor at Buck Wealth Strategies, LLC, based in Denver, CO, with 10 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,948 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, or other factors, and are negotiable at the firm's sole discretion.
Fee Estimator
Location
4600 S. Syracuse Street, Suite 650, Denver, CO, 80237
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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 →Employment History
Current Registrations
Buck Wealth Strategies, LLC
Previous Registrations
Cedrus LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Sigma Financial CorporationBroker
Spc
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Spc
Parkland Securities, LLCBroker
Sigma Financial CorporationBroker
State Registrations1 state
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
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