JB
JB
Joshua Buckamneer
15 Years of Experience
Tulsa, OK
1 DisclosureBroker
Joshua Buckamneer is a registered investment advisor at Charles Schwab & CO., INC., based in Tulsa, OK, with 15 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2005 East 21st Street, Suite 100, Tulsa, OK, 74104
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2018Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
June 2021 - Present · 5 yrs 4 mos
Charles Schwab & CO., INC.Broker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Fisher Investments
December 2020 - May 2021 · 5 mos
Fidelity Personal and Workplace Advisors
July 2018 - November 2020 · 2 yrs 4 mos
Strategic Advisers LLC
June 2011 - July 2018 · 7 yrs 1 mo
Fidelity Brokerage Services LLCBroker
January 2011 - November 2020 · 9 yrs 10 mos
State Registrations18 states
ARAZCOCTGAILMAMIMOMTNHNVNYOKORTXUTWA
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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