Timothy Vickrey is a registered investment advisor at Bucks Capital Advisers, based in Newtown, PA. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 1.00% for Asset Management and up to 2.00% for Comprehensive Portfolio Management. Fees are negotiable.
Fee Estimator
Location
105 Spring Garden Mill Drive, Newtown, PA, 18940
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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
Bucks Capital Advisers
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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