Buckman Advisory Group (BAG) offers ongoing investment portfolio management services tailored to individual client goals, risk tolerance, and time horizons. BAG constructs financial plans to aid in selecting portfolios that match each client's specific situation. BAG primarily uses mutual funds, equities, bonds, debt securities, and ETFs. BAG also provides financial planning services, but clients are not required to use them.
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.