Buck Wealth Strategies, LLC

Assets Under Management

$565.4M

Number of Clients

2,371

Number of Advisors

40

Average Client AUM

$238K

AUM per Advisor

$14.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Buck Wealth Strategies, LLC (BWS) is a registered investment advisor committed to helping clients build, manage, and preserve their wealth. They offer discretionary investment management services, financial planning, and retirement plan advisory services. BWS utilizes AE Wealth Management, LLC as a TAMP for asset management services.

Fee Structure

Minimum Investment:$25K
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Location

4600 S. Syracuse Street, Suite 650, Denver, CO, 80237

40 Advisors at this firm

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