Buckley Capital Advisors, LLC

CRD#268818
Investment Advisor Firm

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Learn more about Buckley Capital Advisors, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Buckley Capital Advisors, LLC operates as a financial advisor firm that has its headquarters in Miami Beach, Florida. It has $105.2 million in total assets over 15 accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). It has a small team, including 2 financial advisors. Buckley Capital Advisors, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as options, bonds and stocks.

    Buckley Capital Advisors, LLC administers all of the company's accounts in a discretionary manner. Discretionary management means that transaction choices for the client's account are made by an investment advisor without requiring client permission. The advisory firm's average account size is $7.0 million. The typical advisor at Buckley Capital Advisors, LLC oversees about eight client accounts, making it one of the more individualized financial advisor firms in the country.

    Buckley Capital Advisors, LLC's central office is located at 1111 Lincoln Road, Suite 500, Miami Beach, Florida 33139. The firm is registered to serve customers across a few states, including Colorado and Florida.

    Assets Under Management

    $105.2 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    1111 Lincoln Road, Suite 500
    Miami Beach, FL 33139

    Buckley Capital Advisors, LLC by the Numbers

    Total Assets Under Management

    $105.2 million

    National Average: $8.6 billion
    Total Number of Employees

    3

    National Average: 64
    Total Number of Accounts

    15

    National Average: 375,227
    Average Account Size

    $7.0 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors largely vary depending on the type of services provided. Fees charged by the firm likely include any combination of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with high net worth investors, investment companies, pooled investment vehicles and charitable organizations. Out of its 15 customers, Buckley Capital Advisors, LLC's biggest client group by number of accounts is high net worth investors, although it also serves five high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers reside abroad.

    • High-Net-Worth Individuals* - 41.67%
    • Other Individuals - 0%
    • Corporations - 50%
    • Charitable Organizations - 8.33%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Buckley Capital Advisors, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Buckley Capital Advisors, LLC

    Zachary Buckley
    Miami Beach, FL
    Kenneth Walsh
    Steamboat Springs, CO

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