Assets Under Management
$236.1M
Number of Clients
834
Number of Advisors
14
Average Client AUM
$283K
AUM per Advisor
$16.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Buckman Advisory Group offers ongoing portfolio management services based on individual client goals and risk tolerance. They primarily utilize mutual funds, equities, bonds, debt securities, and ETFs. Financial planning services are also offered, but not required.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is a trade threshold of 80 trades per year, after which a fee of $35 per trade will be assessed.
44 Church Street, Little Silver, NJ, 07739