Matthew
Bourlier
Buckingham Strategic Wealth, LLC
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About this Advisor
Matthew Bourlier is a financial advisor operating in Satellite Beach, Florida. Bourlier is on the advisory team at Buckingham Strategic Wealth, LLC. Their career trajectory has included roles at Valencia College, Unversity Of Central Florida, Topgolf, Aegis Exteriors, Health First and Buckingham Strategic Wealth, LLC. Bourlier holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Florida. Buckingham Strategic Wealth, LLC is an advisory firm operating out of Saint Louis, MO. It has offices in 48 locations and a total of 584 people on staff. It administers $22 billion in assets under management between its 42,145 client accounts, placing it among the biggest firms in the country by assets under management. The firm advises 60 charities and foundations. Of its 42,145 accounts, 45% are held by high-net-worth individuals who have greater than $1 million in investable assets. Buckingham Strategic Wealth, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the financial services offered. Fees billed by Buckingham Strategic Wealth, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$22,079,589,963
584
42,145
$523,896
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Bourlier Work History
Matthew has been registered as a financial advisor for 0 years.*
Buckingham Strategic Wealth, LLC
Health First
Aegis Exteriors
Topgolf
Topgolf
Unversity Of Central Florida
Valencia College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Bourlier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buckingham Strategic Wealth, LLC
Saint Louis, MO
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Bend, OR
Deerfield, IL
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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