TrueAdvisor
TrueAdvisor
BT
BT

Brandon Thurgood

Buck Wealth Strategies, LLC
8 Years of Experience
Rio Rancho, NM
Sells Insurance
View SEC Summary
View SEC Summary

Brandon Thurgood is a registered investment advisor at Buck Wealth Strategies, LLC, based in Rio Rancho, NM, with 8 years of industry experience. Brandon 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.

Buck Wealth Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,948 clients
Average Client Portfolio
$557K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

481 Quantum Rd NE, Rio Rancho, NM, 87124

Get directions

History

Regulatory History
Clean regulatory record

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

Brandon offers fixed life and health insurance, as well as fixed annuities, through E.A. Buck Financial Services. This activity takes nearly full-time hours and occurs during trading hours.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Portside Wealth Group, LLC
April 2023 - November 2023 · 7 mos
Townsquare Capital, LLC
April 2020 - June 2023 · 3 yrs 2 mos
Horter Investment Management, LLC
April 2018 - May 2020 · 2 yrs 1 mo
State Registrations2 states
NMTX
Advisor

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.
More Advisors
More financial advisors in Rio Rancho, NM →All financial advisors in New Mexico →