Buckingham Strategic Wealth

Retirement Planning Firm in Madison County, MS

Firm Info
Address: 661 Sunnybrook Rd Suite 330, Ridgeland, MS 39157, USA
Phone: (601) 500-5838

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 a registered investment advisory firm that offers investment advice only. The firm operates on a fee-based model, which means that clients pay fees to the firm for their services. The firm has been in business since 2007 and is headquartered in St Louis, MO. The firm offers a range of services to its clients, which include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. In addition, the firm also provides pension consulting services to help clients manage and optimize their pension plans. Buckingham Strategic Wealth, LLC is committed to helping its clients achieve their financial goals through sound investment strategies and advice. The firm is made up of a team of experienced and skilled investment professionals who work closely with clients to develop customized investment plans that meet their specific needs and goals. The firm also offers the option to select other advisors as part of their services.

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 investment minimum for the firm varies depending on the type of service or account being opened. The brochure states that for their Buckingham Strategic Partners service, which is geared towards high net worth individuals with complex financial situations, the investment minimum is typically $500,000. However, for their Buckingham Private Wealth service, which caters to those with investable assets between $250,000 and $500,000, the minimum investment is typically $250,000. For their Buckingham Institutional Services, the brochure notes that the investment minimum is negotiable. Overall, it is clear that Buckingham Strategic Wealth, LLC has specific investment minimums for each of their services, which potential clients should keep in mind when considering working with the firm.

How This Office Can Help Madison County, MS Residents

Buckingham Strategic Wealth assists clients in Madison County, MS with a range of financial situations. The firm offers personalized financial planning services focused on the unique needs of each individual or family. Madison County residents may face challenges such as managing retirement savings, minimizing tax liabilities, passing wealth onto future generations, and protecting assets from market volatility. Buckingham Strategic Wealth works closely with clients to develop a comprehensive financial plan that addresses these and other concerns, helping them achieve their long-term financial goals. In addition to financial planning, Buckingham Strategic Wealth also offers investment management services. The firm’s investment professionals help clients craft portfolios that are well diversified and positioned to generate long-term growth while minimizing risk. This can be particularly important for Madison County residents who are nearing retirement or have significant assets that they want to protect. By working with Buckingham Strategic Wealth, clients in Madison County can have peace of mind knowing that they have a trusted advisor helping them navigate the complexities of the financial markets and achieve their financial objectives.

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 661 Sunnybrook Rd Suite 330, Ridgeland, MS 39157, USA
Phone (601) 500-5838
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
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.