Jeffrey
Palleschi
Buckingham Strategic Wealth, LLC
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About this Advisor
Jeffrey Palleschi is a financial advisor based in Rochester, Michigan, working with Buckingham Strategic Wealth, LLC. Jeffrey has previously held positions at Plante Moran Financial Advisors, Hickory Hollow Golf Club, Udm Fitness Center, Udm Labs, Baron Wealth Management, LLC, Lifeplan Financial Advisory Group, LLC, and Buckingham Strategic Wealth, LLC. Jeffrey has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Jeffrey is part of Buckingham Strategic Wealth, LLC, which operates out of Rochester, Michigan. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$28,824,339,793
645
50,014
$576,325
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
Jeffrey Palleschi Work History
Buckingham Strategic Wealth, LLC
Lifeplan Financial Advisory Group, LLC
Baron Wealth Management, LLC
Plante Moran Financial Advisors
Hickory Hollow Golf Club
Udm Fitness Center
Udm Labs
Plante Moran Financial Advisors
Udm Fitness Center
Hickory Hollow Golf Club
Disclosures
Please visit the SEC profile of Jeffrey Palleschi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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