WebSusan Chesson (CRD# 4634753) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Middleburg, VA and has over 11 years of experience in the finance industry. Susan Chesson has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive … WebContact Buckingham Strategic Wealth. Full Name Phone Email* Confirm Email* Message. Submit. ... VA 22030-6068 Phone: (703) 760-3673. View. 112 West Washington Street Suite 204 Middleburg, VA 20117 Phone: (540) 931-9051. View. 6940 "O" Street Ste 300 Lincoln, NE 68510-2458 Phone: (402) 466-3400. View. 1605 N Convent St Bourbonnais, IL …
Buckingham Strategic Wealth, 112 W Washington St, …
WebBuckingham Strategic Wealth, LLC's average account size is $622,734. The typical advisor at Buckingham Strategic Wealth, LLC oversees about 160 client accounts. The firm's headquarters is located at 8182 Maryland Avenue, Saint Louis, Missouri 63105. The firm is legally allowed to serve investors across 51 U.S. states and territories. WebJul 24, 2024 · Buckingham Strategic Wealth, the St. Louis-based wealth management firm, has expanded its depth of talent with the acquisition of Focus Wealth Management, which will assume the Buckingham name. ... Focus, which was founded in 2001 and has locations in Fairfax and Middleburg, ... eyemed codes
Susan E. Chesson at Buckingham Strategic Wealth, LLC
WebFees at Buckingham Strategic Wealth. Service Type. Fee Rates. General advisory services. 0.35% - 1.25% annual fee. Practice Integrated Wealth Management/Financial planning. $150 - $825 monthly fee. Employee benefit retirement plan services. 0.20% - 1.00% annual fee. WebNov 2, 2024 · Buckingham Strategic Wealth, LLC (“Buckingham”) is a fee-only investment advisor and has been providing advisory services since 1994. As of September 30, 2024 Buckingham, managed $20.11 billion on a discretionary basis and $1.59 billion on a non-discretionary basis for a total of $21.70 billion assets under management. WebSusan Chesson (CRD# 4634753) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Middleburg, VA and has over 10 years of experience in the finance industry. Susan Chesson has taken additional exams to become a Certified Financial Planner (CFP®).CFP professionals must pass the comprehensive … eyemed.com cigna medicare plan