Buckingham Strategic Wealth

Wealth Management Firm in St. Louis, MO

Firm Info
Address: 8182 Maryland Ave Suite 500, St. Louis, MO 63105, USA
Phone: (314) 725-0455

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)

Get Connected with a Financial Advisor

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Buckingham Strategic Wealth, LLC Overview

Buckingham Strategic Wealth, LLC is an investment advisory firm that has been providing financial services since 2007. The firm operates on a fee-based model and is based in St Louis, MO. As a registered investment advisory firm, Buckingham Strategic Wealth provides investment advice only. Buckingham Strategic Wealth provides a wide range of services to meet the financial needs of their clients. The firm offers financial planning services as well as portfolio management for individuals and small businesses. Buckingham Strategic Wealth also provides portfolio management services for businesses or institutional clients. In addition, the firm offers pension consulting services to help clients manage their retirement savings. One notable aspect of Buckingham Strategic Wealth's service offering is their ability to select other advisors for their clients. This means that the firm can help connect clients with other financial professionals that can help meet their specific needs. Overall, Buckingham Strategic Wealth is committed to providing high-quality financial advice and services to help clients achieve their financial goals.

BUCKINGHAM STRATEGIC WEALTH, LLC specializes in serving a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. They understand that each client's financial situation is unique and tailor their services to meet individual needs. The fee structures available at BUCKINGHAM STRATEGIC WEALTH, LLC depend on the service provided. Clients can choose a percentage of assets under management, hourly rates, or fixed fees. A percentage of AUM fee structure is the most common and is calculated as a percentage of the total assets managed by the firm. The hourly fee structure is determined by the amount of time spent on a particular task or project. Fixed fees, on the other hand, are determined based on a specific project or service, regardless of the amount of time or assets required. BUCKINGHAM STRATEGIC WEALTH, LLC's fee structures are transparent, providing clients with peace of mind and allowing them to make informed decisions about their financial future.

Typical Clients, Fee Structures & Investment Minimum

According to Buckingham Strategic Wealth, LLC's Part 2 Brochure, the investment minimum for the firm varies depending on the type of service or account being opened. The brochure states that for their Buckingham Strategic Partners service, which is geared towards high net worth individuals with complex financial situations, the investment minimum is typically $500,000. However, for their Buckingham Private Wealth service, which caters to those with investable assets between $250,000 and $500,000, the minimum investment is typically $250,000. For their Buckingham Institutional Services, the brochure notes that the investment minimum is negotiable. Overall, it is clear that Buckingham Strategic Wealth, LLC has specific investment minimums for each of their services, which potential clients should keep in mind when considering working with the firm.

How This Office Can Help St. Louis, MO Residents

Newman & Associates - Ameriprise Financial Services, LLC helps clients in Cos Cob, CT navigate their financial journeys with personalized financial planning and investment guidance. With their deep understanding of the local community and its unique financial challenges, the Cos Cob team is able to assist clients in a variety of financial situations. For example, with the high cost of living in Cos Cob, many clients may be struggling to balance their everyday expenses with long-term financial goals like retirement planning or saving for a child's education. Newman & Associates can help clients create a budget and financial plan that allows them to balance their current and future needs, while still enjoying all that Cos Cob has to offer. With their expertise in investment management, tax planning, and risk management, the team can also help clients make informed decisions about their investments, protecting their assets and growing their wealth over time.

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 8182 Maryland Ave Suite 500, St. Louis, MO 63105, USA
Phone (314) 725-0455
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
3 Stars  |  2 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.