Jeffrey Buck
Jeffrey Buck is a registered investment advisor at Buck Wealth Strategies, LLC, based in Honolulu, HI, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,371 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buck Wealth Strategies manages your investments for a fee based on a percentage of the assets they manage. The specific fee is agreed upon in your Investment Management Agreement and may vary based on the size of your account and the complexity of your portfolio. The maximum annual advisory fee is 1.50%. Fees are billed monthly. Employees and their family-related accounts are charged a reduced fee.
Location
55 Merchant Street, Suite 2100, Honolulu, HI, 96813
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Regulatory History (1)
Customer Dispute
August 2023Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent with E.A. Buck Insurance, a registered representative with Madison Avenue Securities, and an investment advisor representative (IAR) with AEWM. He also has several other business activities, including rental property, tax services, and serving as a director for multiple investment-related businesses, and a board member for a non-profit.
Employment History
Current Registrations
Buck Wealth Strategies, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Buck Wealth Strategies, LLC
Ae Wealth Management, LLC
Spc
Parkland Securities, LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.