Steven Trusso is a registered investment advisor at Buckman Advisory Group LLC, based in buffalo, NY, with 48 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 834 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buckman Advisory Group's fees for managing your investments are based on a percentage of the total value of your portfolio. The fees are assessed quarterly, in advance.
The typical advisory fee schedule is:
- First $250,000: 1.75% per year
- Next $750,000: 1.50% per year
- Over $1,000,000: 1.25% per year
For accounts that are actively traded, a higher advisory fee will be assessed:
- First $250,000: 3.00% per year
- Next $750,000: 2.50% per year
- Over $1,000,000: 2.00% per year
There is a minimum of $50,000 per account required to participate in the Program.
Location
buffalo, NY
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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
Buckman Advisory Group LLC
Buckman, Buckman & Reid, INC.
Buckman, Buckman & Reid, INC.Broker
Previous Registrations
Mercer, Bokert, Buckman & Reid, INC.Broker
H.J. Meyers & CO., INC.Broker
Mlb Investments, LTD.Broker
Monmouth Investments, INC.Broker
Hibbard Brown & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations17 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.