Bucks Capital Advisers provides a range of investment advisory services, including asset management and comprehensive portfolio management that combines investment oversight with financial planning. Bucks Capital Advisers also offers retirement plan consulting for employer-sponsored plans and recommends private funds for eligible investors. Investment portfolios are tailored to each client's specific financial goals, time horizon, and risk tolerance, utilizing individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. Portfolios are regularly monitored and rebalanced as needed.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 1.00% for Asset Management and up to 2.00% for Comprehensive Portfolio Management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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