Buckingham Strategic Wealth

Retirement Planning Firm in Ashland, OR

Firm Info
Address: 700 Mistletoe Rd Suite 205, Ashland, OR 97520, USA
Phone: (541) 488-3800

Firm Size
Assets Under Management: $22.9 billion
# of Advisors: 229
# of Clients: 36,707
Client to Advisor Ratio: 160:1
Average Account Size: $622,734
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Buckingham Strategic Wealth, LLC Overview

Buckingham Strategic Wealth, LLC is an investment advisory firm that has been providing financial services since 2007. The firm operates on a fee-based model and is based in St Louis, MO. As a registered investment advisory firm, Buckingham Strategic Wealth provides investment advice only. Buckingham Strategic Wealth provides a wide range of services to meet the financial needs of their clients. The firm offers financial planning services as well as portfolio management for individuals and small businesses. Buckingham Strategic Wealth also provides portfolio management services for businesses or institutional clients. In addition, the firm offers pension consulting services to help clients manage their retirement savings. One notable aspect of Buckingham Strategic Wealth's service offering is their ability to select other advisors for their clients. This means that the firm can help connect clients with other financial professionals that can help meet their specific needs. Overall, Buckingham Strategic Wealth is committed to providing high-quality financial advice and services to help clients achieve their financial goals.

BUCKINGHAM STRATEGIC WEALTH, LLC specializes in serving a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. They understand that each client's financial situation is unique and tailor their services to meet individual needs. The fee structures available at BUCKINGHAM STRATEGIC WEALTH, LLC depend on the service provided. Clients can choose a percentage of assets under management, hourly rates, or fixed fees. A percentage of AUM fee structure is the most common and is calculated as a percentage of the total assets managed by the firm. The hourly fee structure is determined by the amount of time spent on a particular task or project. Fixed fees, on the other hand, are determined based on a specific project or service, regardless of the amount of time or assets required. BUCKINGHAM STRATEGIC WEALTH, LLC's fee structures are transparent, providing clients with peace of mind and allowing them to make informed decisions about their financial future.

Typical Clients, Fee Structures & Investment Minimum

According to Buckingham Strategic Wealth, LLC's Part 2 Brochure, the minimum investment requirement for their services varies depending on the type of account. For their investment management services, the minimum account size is generally $500,000. However, they may waive or lower this minimum for clients who have a relationship with the firm through other services. Additionally, for their financial planning services, there is usually a minimum fee of $5,000, regardless of the size of the client's portfolio. Overall, it is important to note that the firm states in their Part 2 Brochure that they reserve the right to change their minimum requirements at any time.

How This Office Can Help Ashland, OR Residents

Buckingham Strategic Wealth provides financial planning and investment management services to clients in Ashland, OR and surrounding areas. As residents of Ashland, OR face unique financial challenges, Buckingham Strategic Wealth offers customized solutions to fit their specific needs. For example, many residents in Ashland may be approaching retirement and require guidance on how to manage their assets to provide a steady source of income in their golden years. Others may be struggling with how best to pay for their children's college education while still saving for their own retirement. Buckingham Strategic Wealth can assist with both of these situations and more through comprehensive financial planning and investment management services tailored to each individual client's needs and goals.

To view the Minimum Investment and Fee Schedule for Buckingham Strategic Wealth, LLC, visit their Part 2 Brochure.

Services Offered by Buckingham Strategic Wealth, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Buckingham Strategic Wealth, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 700 Mistletoe Rd Suite 205, Ashland, OR 97520, USA
Phone (541) 488-3800
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 8182 MARYLAND AVENUE, SUITE 500, ST LOUIS, MO 63105, United States

This firm has no other locations.

State Registrations

Buckingham Strategic Wealth, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Buckingham Strategic Wealth, LLC does not have any disclosures. Please visit it's Form ADV for more details.