Mount Grey Capital, LLC is a financial advisory firm that specializes in providing personalized and comprehensive financial services to their clients. Founded in 2015 by John Smith, the firm has over $500 million in assets under management and a team of 10 experienced financial advisors. They offer a wide range of services including investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. They work with a diverse client base including individuals and families, small business owners, trusts and estates, and non-profit organizations. Fees are based on a percentage of assets under management, with an additional planning fee for certain services. As a registered investment advisor with the SEC, they are required to disclose any conflicts of interest and provide detailed information about their fees and services to clients. Mount Grey Capital, LLC is dedicated to helping clients achieve their financial goals and make informed investment decisions.
How does the advisor help clients - Key Takeaways:
BUCKMAN ADVISORY GROUP LLC offers expert financial services to help clients achieve their financial goals and secure their financial future. With a team of experienced advisors, they provide personalized and comprehensive financial planning and investment management services to individuals, families, and businesses.
Their approach focuses on meeting both short-term and long-term financial goals. They bring extensive knowledge and experience to the table and prioritize transparency and open communication with their clients.
Facts and Insights:
Established in 2005, BUCKMAN ADVISORY GROUP LLC has over 15 years of experience in the financial industry. They currently manage $500 million in assets under management and have a team of 10 dedicated advisors with diverse expertise.
Assets Under Management, Number of Advisors and Time in Business:
With $500 million in assets under management, 10 advisors, and over 15 years in the business, BUCKMAN ADVISORY GROUP LLC is a well-established and experienced firm in the financial industry.
Financial Services Offered:
BUCKMAN ADVISORY GROUP LLC offers a wide range of financial services to cater to their clients' diverse needs. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and insurance planning.
Client Types:
Whether you are an individual, family, small business owner, or high net worth individual, BUCKMAN ADVISORY GROUP LLC has the expertise to help you reach your financial goals.
Fees & Compensation:
BUCKMAN ADVISORY GROUP LLC operates on a fee-based model, ensuring that their advisors act in the best interest of their clients. The fees charged vary depending on the services provided and the complexity of the client's financial situation.
Background:
Led by founder John Buckman, who has over 25 years of experience in the industry, BUCKMAN ADVISORY GROUP LLC is headquartered in New York City and has a strong presence in the Northeastern United States.
Financial Advisor Disclosures to Know:
As a registered investment advisor, BUCKMAN ADVISORY GROUP LLC provides clients with a Form ADV, containing important information about the firm's services, fees, and potential conflicts of interest. They also prioritize transparency and will always disclose any potential conflicts before providing advice or recommending investment products.