Buckley Wealth Management offers investment advice and asset management to help clients achieve their financial goals. As a legally required fiduciary, Buckley Wealth Management always acts in the client’s best interest. Buckley Wealth Management offers comprehensive portfolio management, financial planning, and retirement plan consulting. Buckley Wealth Management may use third-party money managers for client accounts.
Assets Under Management$580M
Clients222
Advisors5
Avg. per Client$2.6M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...