Buckingham Strategic Wealth

Retirement Planning Firm in Bethesda, MD

Firm Info
Address: 7315 Wisconsin Ave # 800W, Bethesda, MD 20814, USA
Phone: (301) 656-4100

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

* required fields

Buckingham Strategic Wealth, LLC Overview

Buckingham Strategic Wealth, LLC is a registered investment advisory firm that has been operating since 2007. Headquartered in St Louis, the firm offers fee-based financial planning services and portfolio management for individuals, small businesses, and institutional clients. Their expertise also extends to pension consulting services to help companies navigate the complexities of retirement savings plans. The firm operates under an investment advice-only model, providing clients with unbiased recommendations to help them achieve their financial goals. Buckingham Strategic Wealth prides themselves on their personalized service and investment strategy, tailored to the unique needs and goals of each individual or company they serve. In addition to their core services, Buckingham Strategic Wealth also offers the selection of other advisors to their clients, ensuring they have access to the best possible advice and expertise across all areas of wealth management. Overall, Buckingham Strategic Wealth, LLC is a full-service financial firm dedicated to helping clients achieve long-term financial success.

Buckingham Strategic Wealth, LLC boasts a diverse clientele, serving individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations not listed. This wide range of clients allows Buckingham Strategic Wealth, LLC to customize their financial strategies to meet the specific needs of each client. Whether it's crafting an individualized financial plan or providing effective wealth management solutions, Buckingham Strategic Wealth, LLC is well-equipped to serve its clients' needs. The fee structures available at Buckingham Strategic Wealth, LLC depend on the service provided. Clients have the option to choose from percentage of assets under management (AUM), hourly, or fixed fees. AUM fees involve charging clients a percentage of the total assets managed by the firm. Hourly fees are charged for specific services provided, such as consultation or investment advice. Fixed fees are typically charged for one-time services, such as financial planning or tax preparation. By offering multiple fee structures, Buckingham Strategic Wealth, LLC provides clients with the flexibility to choose the payment method that best suits their needs and financial goals.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Buckingham Strategic Wealth, LLC, the firm's investment minimum varies depending on the type of account and the investment strategy. The brochure states that "minimum investment amounts vary based on account type and investment strategy," indicating that there is no set minimum for all clients. Therefore, it is important for potential clients to discuss investment minimums with a representative from Buckingham Strategic Wealth, LLC to determine if they meet the firm's requirements.

How This Office Can Help Bethesda, MD Residents

Buckingham Strategic Wealth provides comprehensive financial planning and investment management services to clients in Bethesda, MD. They assist individuals and families in navigating a variety of financial situations that are unique to the area. Bethesda is known for being a hub for top healthcare institutions and research organizations, and many clients may work in these fields. Buckingham helps clients in these industries navigate complex compensation structures and employee benefits, such as retirement plans and deferred compensation. In addition, Bethesda is also known for its high cost of living. Buckingham helps clients manage their finances in a way that takes into account the unique expenses associated with living in this area, such as high housing costs and property taxes. They also help clients plan for their future, including saving for retirement and creating estate plans that ensure their assets are distributed according to their wishes. Overall, Buckingham Strategic Wealth offers personalized financial advice and guidance that is tailored to each client's unique situation and goals, helping them achieve financial peace of mind.

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 7315 Wisconsin Ave # 800W, Bethesda, MD 20814, USA
Phone (301) 656-4100
Directions
Google My Business 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.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs