Buckingham Strategic Partners, Llc

Buckingham Strategic Partners, Llc

St. Louis, Missouri

4.0

4 Reviews

Buckingham Strategic Partners, LLC, a regional investment advisory firm based in St. Louis, MO, is renowned for its comprehensive approach to wealth management. With a robust client base of over 22,100 individuals, the firm manages an impressive $20,796,940,000 in assets. Operating from a single office location, Buckingham Strategic Partners, LLC is deeply committed to serving the financial needs of its clients. While employer funds and individual accounts collectively represent less than 30% of their assets under management, the firm possesses the expertise and capability to effectively manage these portfolios. With 37% of the a...see more

Assets Under Mgmt

$20.8B

Investment Professionals

43

Locations

0

% 401K & Individual

30%

% Discretionary

37%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees
  • Other

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other: TURNKEY ASSET MANAGEMENT PROVIDER

Reviews for Buckingham Strategic Partners, Llc

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