Buckman Advisory Group provides ongoing portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. Portfolio management is conducted primarily on a discretionary basis, meaning the firm makes buying and selling decisions without prior consultation. Investment strategies utilize mutual funds, individual equities and bonds, debt securities, and exchange-traded funds, organized across various risk-based model portfolios ranging from conservative capital preservation to aggressive growth. The firm typically recommends its wrap fee program, which bundles management and transaction costs into a single fee. Additionally, Buckman Advisory Group offers financial planning services to evaluate current and future financial situations, cash flows, and withdrawal plans. The firm works with individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable depending on client needs and situation complexity. Actively traded strategies have a separate higher fee schedule (3.00% up to $250k, 2.50% for the next $750k, and 2.00% over $1M). The firm does not household accounts for billing breakpoints.