Dustin Mcdonald is a registered investment advisor at Buck Wealth Strategies, LLC, based in Denver, CO, with 10 years of industry experience. Dustin 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
4600 S. Syracuse Street, Suite 650, Denver, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Buck Wealth Strategies, LLC
Previous Registrations
Cedrus LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Sigma Financial CorporationBroker
Spc
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Spc
Parkland Securities, LLCBroker
Sigma Financial CorporationBroker
State Registrations1 state
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.