Timothy White is a registered investment advisor at Buck Wealth Strategies, LLC, based in Shallotte, NC, with 10 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,371 clients with $570M in assets under management.
Compensation
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Fee Structure
Buck Wealth Strategies manages your investments for a fee based on a percentage of the assets they manage. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account and the complexity of your portfolio. The maximum annual advisory fee is 1.50%. Fees are billed monthly. Employees and their family-related accounts are charged a reduced fee.
Location
5039 Main St., #5, Shallotte, NC, 28470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Buck Wealth Strategies, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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