Buck Wealth Strategies provides investment management, financial planning, and retirement plan consulting services. The firm manages client portfolios on a discretionary basis, primarily allocating assets among equities, exchange-traded funds, and mutual funds based on individual client goals, risk tolerance, and time horizons. Buck Wealth Strategies partners with a turnkey asset management program to access research, reporting, and operational support. In addition to investment management, the firm offers holistic financial planning addressing estate, income tax, charitable, cash flow, and wealth transfer objectives. Buck Wealth Strategies works with individuals, high-net-worth individuals, trusts, and employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, or other factors, and are negotiable at the firm's sole discretion.