Buck Wealth Strategies helps clients build, manage, and protect their wealth. They offer investment management on a discretionary basis, meaning they make trades without asking you first, based on your agreed-upon investment plan. They also provide financial planning services, covering areas like estate planning, taxes, and charitable giving. Buck Wealth Strategies uses AE Wealth Management as a Turnkey Asset Management Program (TAMP).
Fee Structure
Buck Wealth Strategies manages your investments for a fee based on a percentage of the assets they manage. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account and the complexity of your portfolio. The maximum annual advisory fee is 1.50%. Fees are billed monthly. Employees and their family-related accounts are charged a reduced fee.