Dale Buckner, Inc. provides financial planning encompassing tax, investments, real estate, insurance, and retirement planning. They also manage client assets at Charles Schwab. Dale Buckner, Inc. tailors individual advisory services to meet the needs of each client. Clients may impose restrictions on investing in certain types of securities.
Assets Under Management$170M
Clients600
AdvisorsN/A
Avg. per Client$280K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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