Christopher Buckley
Christopher Buckley is a registered investment advisor at Black Diamond Wealth Management, LLC, based in Malvern, PA, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 42 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Black Diamond Wealth Management offers investment management services for a fee that does not exceed 1.85% annually. This fee is deducted monthly in advance from your account. The fee is based on the value of your account on the last day of the previous month and is adjusted for deposits and withdrawals. If you refer a new client, both you and the referred client may receive a lower fee based on the combined value of your accounts.
Location
Malvern, PA
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Christopher is a licensed insurance agent in Pennsylvania since 2019, selling insurance products for a commission. He dedicates minimal time to this activity.
Employment History
Current Registrations
Black Diamond Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Morgan Stanley
Morgan StanleyBroker
State Registrations3 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.