Alan
Schapire
Buckingham Strategic Wealth, LLC
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About this Advisor
Alan Schapire is a financial advisor based in Plymouth Meeting, Pennsylvania, working with Buckingham Strategic Wealth, LLC. Alan has previously held positions at Buckingham Strategic Wealth, LLC, Convergent Financial Strategies LLC, and Convergent Financial Advisors LLC. Alan is registered to provide services in Pennsylvania. Currently, Alan is part of Buckingham Strategic Wealth, LLC, which operates out of Plymouth Meeting, Pennsylvania. 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
Alan Schapire Work History
Buckingham Strategic Wealth, LLC
Convergent Financial Strategies LLC
Convergent Financial Advisors LLC
Disclosures
Please visit the SEC profile of Alan Schapire 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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