William Buckman
William Buckman is a registered investment advisor at Dollars & Sense Financial Fitness, based in Bowling Green, KY, with 1 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 4 clients with $800K 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 $5K | 0.00% |
| $5K - $100K | 0.50% |
| $100K+ | 0.50% |
Portfolio management fees are negotiable and may be discounted.
Fee Estimator
Location
Bowling Green, KY
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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
Dollars & Sense Financial Fitness
State Registrations2 states
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