Buckingham Strategic Wealth

Wealth Management Firm in Norfolk, VA

Firm Info
Address: 150 W Main St Suite 1860, Norfolk, VA 23510, USA
Phone: (757) 533-4150

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)

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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 Buckingham Strategic Wealth, LLC's Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Norfolk, VA Residents

Lincoln Financial Advisors assist clients in Orange County, CA by providing comprehensive financial planning services. The company understands that residents of Orange County face unique financial situations that require customized solutions. For example, in Orange County, the cost of living is relatively high. Additionally, many people in the area work in industries like real estate, finance, and technology, which may bring fluctuations in their incomes and tax liabilities. To address these challenges, Lincoln Financial Advisors offer a range of personalized services. They create custom investment strategies to help clients meet their financial goals, manage their tax liabilities, and protect their assets. They also provide retirement planning and estate planning services to ensure their clients are well-prepared for the future. With their expertise, Lincoln Financial Advisors empower their clients to make informed financial decisions that help them achieve lasting financial security.

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 150 W Main St Suite 1860, Norfolk, VA 23510, USA
Phone (757) 533-4150
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:

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.