Buckram Securities provides investment advice through its Buckram Wealth Management Program, a wrap fee program. This means clients pay a single fee covering advisory services and brokerage transaction charges. Buckram Securities has discretionary authority over client accounts, making investment decisions without prior consent. The firm offers equity, balanced, and fixed income portfolio structures. Buckram Securities also operates as a broker-dealer and insurance agency.
Assets Under Management$120M
Clients173
Advisors3
Avg. per Client$680K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K - $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Household accounts receive a 0.005% fee reduction. Money market balances and individual bonds and notes held in client accounts are not included in the assets which our advisory fee is based upon. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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