David Bartlett is a registered investment advisor at Buck Wealth Strategies, LLC, based in Denver, CO, with 4 years of industry experience. David 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
4600 S. Syracuse Street, Suite 650, Denver, CO, 80237
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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 →Other Business Activities
David works as a Participant Engagement Specialist at Achieve Retirement. This activity is not investment-related.
Employment History
Current Registrations
Buck Wealth Strategies, LLC
Previous Registrations
Global Retirement Partners LLC
State Registrations1 state
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
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