Robert Schaefer is a registered investment advisor at Buckram Securities LTD, based in Locust Valley, NY, with 14 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 173 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Household accounts receive a 0.005% fee reduction. Money market balances and individual bonds and notes held in client accounts are not included in the assets which our advisory fee is based upon. Fees are negotiable.
Fee Estimator
Location
168 Forest Avenue, Suite 202, Locust Valley, NY, 11560
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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
Buckram Securities LTDBroker
Buckram Securities LTD
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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.