Buckingham Strategic Partners, LLC

CRD#143319
Investment Advisor Firm

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Learn more about Buckingham Strategic Partners, LLC

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

    • Overview

    Buckingham Strategic Partners, LLC is located at 8182 Maryland Avenue, Saint Louis, MO. The firm employs 312 financial advisors to manage client portfolios and provide financial guidance. Buckingham Strategic Partners, LLC is not a registered broker-dealer.

    Buckingham Strategic Partners, LLC oversees $27.2 billion in assets under management across 81,196 accounts, of which 30,540 are discretionary and 50,656 are non-discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The firm caters to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, other investment advisers, and corporations, with retail investors being the largest client type by accounts. The fee structure at Buckingham Strategic Partners, LLC includes asset-based, fixed, and other fees. The firm has 6,524 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, accountant or accounting firm, insurance company or agency, pension consultant, and commodity pool advisor.

    Buckingham Strategic Partners, LLC is registered in the states of 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, and Wyoming.

    Assets Under Management

    $27.2 billion

    Number of Advisors

    312

    Disclosures

    No

    Office Location

    8182 Maryland Avenue
    Saint Louis, MO 63105

    Buckingham Strategic Partners, LLC by the Numbers

    Total Assets Under Management

    $27.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    645

    National Average: 64
    Total Number of Accounts

    81,196

    National Average: 375,227
    Average Account Size

    $335.3 thousand

    National Average: $23.0 thousand
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    Products and Services

    Buckingham Strategic Partners, LLC offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. However, Buckingham Strategic Partners, LLC did not provide any of its clients with financial planning services in the last fiscal year. The Company is engaged in selling products or offering services different than investment advisory services to its clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial management usually are based on the type of financial services provided. Fees billed by Buckingham Strategic Partners, LLC can include any combination of the following fee structures: asset-based, fixed, or other.

    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 32% of firms

      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.

    • Offered by 10% of firms

      Other

      Show Explanation

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

    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 26% of firms that offer this fee type

      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.

    • 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.

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    Types of Clients

    The firm does business with a broad range of investors. The firm caters to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, other investment advisers, corporations, and other. Out of its 8 clients, Buckingham Strategic Partners, LLC's biggest client type by number of accounts is high net worth investors, although it also serves 6524 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 19.97%
    • Other Individuals - 73.32%
    • Corporations - 6.24%
    • Charitable Organizations - 0.47%

    * 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

    Buckingham Strategic Partners, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Buckingham Strategic Partners, LLC

    Matthew Glazier
    Saint Louis, MO
    Jeffery Yorg
    Saint Louis, MO
    Leanne Geer
    Saint Louis, MO
    Jose Camarena
    Saint Louis, MO
    Michael Ozburn
    Lookout Mountain, TN
    Lindsay Wales
    Saint Louis, MO
    Ryan Fedder
    Saint Louis, MO
    Seng Saechao
    Saint Louis, MO
    Matthew Miller
    Saint Louis, MO

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