Buckingham Strategic Wealth

Financial Advisor in Bend, OR

Firm Info
Address: 780 NW York Dr Suite 105, Bend, OR 97703, USA
Phone: (541) 317-1617

Firm Size
Assets Under Management: $22.9 billion
# of Advisors: 229
# of Clients: 36,707
Client to Advisor Ratio: 160:1
Average Account Size: $622,734
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Buckingham Strategic Wealth, LLC Overview

Buckingham Strategic Wealth, LLC is an investment advisory firm that primarily focuses on investment advice. Since its inception in 2007, the firm has been providing financial planning, portfolio management, pension consulting services, and selection of other advisors. The firm is headquartered in St Louis, MO, and serves individual and small business clients, as well as businesses or institutional clients. Buckingham Strategic Wealth, LLC operates a fee-based business model, which means the firm receives its payment based on the clients' assets under management. This fee-based approach aligns the firm's interest with that of its clients since the firm's revenue increases as the clients' asset values appreciate. The firm's core focus is providing unbiased investment advice to clients. This emphasis on investment advice only aligns with the firm's business approach, where it seeks to provide customized investment recommendations based on each client's unique circumstances. Additionally, Buckingham Strategic Wealth, LLC offers pension consulting services for clients, which entails reviewing their current pension plans and advising them on appropriate modifications.

Buckingham Strategic Wealth, LLC caters to a diverse group of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations. The firm understands that each client has different goals, financial situations, and risk tolerances. Therefore, Buckingham Strategic Wealth, LLC provides custom-tailored services to meet the needs of each client and achieve their financial objectives. Buckingham Strategic Wealth, LLC offers a variety of fee structures to ensure that clients are comfortable with the pricing model that suits their financial goals. Clients can choose from different fee arrangements, including percentage of Asset Under Management (AUM), hourly fees, or fixed fees, depending on the services provided. The firm aims to provide transparent and competitive pricing to its clients and offers no minimum investment amount to start. This allows different clients to benefit from the firm's financial advisory and wealth management services. The firm also ensures that its fee structure is flexible, evolving with the clients' changing financial conditions and particular requirements.

Typical Clients, Fee Structures & Investment Minimum

According to the note in their Part 2 Brochure, Buckingham Strategic Wealth, LLC does not mention an investment minimum.

How This Office Can Help Bend, OR Residents

Buckingham Strategic Wealth provides comprehensive financial planning and investment management services to clients in Bend, OR. The firm's team of experienced professionals works closely with clients to identify their unique financial goals and create personalized strategies to help them achieve those goals. Clients in Bend, OR may be facing a variety of financial situations, including retirement planning, estate planning, tax planning, and investment management. Buckingham Strategic Wealth has expertise in each of these areas and can assist clients in creating a customized financial plan that addresses their specific needs and challenges. The team at Buckingham Strategic Wealth understands that living in Bend, OR presents its own challenges, including the high cost of living and the fluctuating real estate market. They work closely with clients to evaluate their financial situations and identify opportunities to maximize their financial resources. Whether clients are just starting out in their careers or are already in retirement, Buckingham Strategic Wealth has the expertise and resources to help them achieve their financial goals and create a secure financial future for themselves and their families.

To view the Minimum Investment and Fee Schedule for Buckingham Strategic Wealth, LLC, visit their Part 2 Brochure.

Services Offered by Buckingham Strategic Wealth, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Buckingham Strategic Wealth, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 780 NW York Dr Suite 105, Bend, OR 97703, USA
Phone (541) 317-1617
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 8182 MARYLAND AVENUE, SUITE 500, ST LOUIS, MO 63105, United States

This firm has no other locations.

State Registrations

Buckingham Strategic Wealth, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Buckingham Strategic Wealth, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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