4.4.0 Safe to install
Buckingham Mobile provides users with a convenient way to access and monitor their portfolio values and allocations.
Overview
Buckingham Strategic Wealth is a Freeware software in the category Business developed by Buckingham Strategic Wealth.
The latest version of Buckingham Strategic Wealth is 4.4.0, released on 05/31/2024. It was initially added to our database on 05/31/2024.
Buckingham Strategic Wealth runs on the following operating systems: iOS.
Users of Buckingham Strategic Wealth gave it a rating of 3 out of 5 stars.
Pros
- Comprehensive financial planning services tailored to individual needs
- Ability to work with a dedicated advisor to create a customized financial strategy
- Access to a wide range of investment options, including low-cost index funds
- Experience in handling complex financial situations such as estate planning and tax optimization
- Transparent fee structure that is often based on a percentage of assets under management rather than commissions
Cons
- May not be cost-effective for individuals with smaller investment portfolios
- Requires a minimum investment amount to become a client
- Not as widely known as some larger financial firms, which may lead to concerns about credibility
FAQ
What services does Buckingham Strategic Wealth offer?
Buckingham Strategic Wealth provides comprehensive financial planning, investment management, and wealth management services.
How does Buckingham Strategic Wealth approach investment management?
The firm employs a fiduciary standard, focusing on building diversified portfolios tailored to individual client goals.
Can I receive a personalized financial plan?
Yes, Buckingham Strategic Wealth offers personalized financial planning services that cater to your unique financial situation.
Is Buckingham Strategic Wealth a fiduciary?
Yes, the firm operates as a fiduciary, meaning they are obligated to act in the best interest of their clients.
What is the typical client profile for Buckingham Strategic Wealth?
Clients typically include individuals and families seeking comprehensive wealth management strategies, as well as businesses needing retirement plan solutions.
How does Buckingham Strategic Wealth charge for its services?
The firm primarily charges a fees based on assets under management (AUM), along with potential planning fees.
Where is Buckingham Strategic Wealth located?
Buckingham Strategic Wealth has multiple locations across the United States, with offices in various cities.
Can I meet with an advisor without making a commitment?
Yes, potential clients can schedule a consultation to discuss their financial needs with no obligation.
Does Buckingham Strategic Wealth provide tax planning services?
Yes, tax planning is an integral part of the holistic financial planning services offered by the firm.
What sets Buckingham Strategic Wealth apart from other financial advisory firms?
Buckingham Strategic Wealth prides itself on its fiduciary commitment, client-first approach, and personalized wealth management strategies.
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