Justin Stern is a CFP-designated registered investment advisor at Buckman Advisory Group LLC, based in Boca Raton, FL, with 14 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 834 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Buckman Advisory Group's fees for managing your investments are based on a percentage of the total value of your portfolio. The fees are assessed quarterly, in advance.
The typical advisory fee schedule is:
- First $250,000: 1.75% per year
- Next $750,000: 1.50% per year
- Over $1,000,000: 1.25% per year
For accounts that are actively traded, a higher advisory fee will be assessed:
- First $250,000: 3.00% per year
- Next $750,000: 2.50% per year
- Over $1,000,000: 2.00% per year
There is a minimum of $50,000 per account required to participate in the Program.
Location
1001 yamato rd., Boca Raton, FL, 33431
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Regulatory History (1)
Customer Dispute
October 2024Other Business Activities
Justin is a franchise owner of 37/44 LLC, owner of JG Phoenix, LLC, and a member of TAM Investments LLC, all vitality clinics or investment clubs. He dedicates minimal time to JG Phoenix and TAM Investments, and no time to 37/44 LLC or Stern Wealth Management LLC.
Employment History
Current Registrations
Buckman Advisory Group LLC
Buckman, Buckman & Reid, INC.Broker
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Hunter Scott Financial LLC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations6 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.