Buckingham Strategic Wealth

Wealth Management Firm in Brevard County, FL

Firm Info
Address: 2000 S Patrick Dr #6, Indian Harbour Beach, FL 32937, USA
Phone: (321) 428-4555

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

LPL Financial LLC is a fee-based investment advisory firm that has been operating since 1975. Based in Fort Mill, SC, LPL Financial LLC is a diversified financial services company that operates as a broker-dealer and insurance broker/agent, providing investment advice to its clients. The firm offers a comprehensive range of financial services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and the selection of other advisors. In addition to these core services, LPL Financial LLC also offers educational seminars and workshops to help clients understand the complexities of the financial market. The firm's commitment to its clients also extends to consulting and other non-discretionary advisory services that help businesses and wealthy individuals make informed decisions. Overall, LPL Financial LLC is a trusted advisor to its clients, offering a wide range of services that address their financial goals and needs. With decades of experience in the industry, LPL Financial LLC is well-positioned to help its clients achieve long-term financial success.

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 Brevard County, FL Residents

Mosaic Wealth Management is a full-service financial advisory firm with a focus on helping clients in Grand Rapids, MI. The area has a diverse population with a range of financial needs and goals. For example, some individuals in Grand Rapids may be facing retirement and need guidance on how to create a long-term financial plan that will provide them with a comfortable retirement. Others may be seeking help managing their investments or creating a diversified portfolio. Mosaic Wealth Management provides customized financial solutions to each of its clients based on their individual needs. They work closely with clients to understand their specific situation, and develop a comprehensive financial plan that aligns with their goals. Whether it's retirement planning, investment management, or wealth preservation, Mosaic Wealth Management has the expertise and experience to help clients 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 2000 S Patrick Dr #6, Indian Harbour Beach, FL 32937, USA
Phone (321) 428-4555
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.