Buckingham Strategic Wealth

No, Buckingham Strategic Wealth is a registered investment advisory firm serving a broad base of high-net-worth individuals and families. It does not represent or manage the capital of a single family. The firm aggregates assets from multiple independent clients, distinguishing it from family office structures that serve one wealth-generating source.

Investment policy is set centrally by the firm's research and investment committee, led by professionals with backgrounds in academic finance and portfolio management. This central committee sets the strategic and tactical allocations that local advisors implement, ensuring every client portfolio adheres to the same factor-based and tax-efficient framework regardless of which advisor they work with.

No, Buckingham does not create or sell its own mutual funds, ETFs, or structured products. The firm constructs client portfolios entirely from third-party funds, individual securities, and separate account managers. This open-architecture approach means investment selection is based solely on cost, tracking error, and factor exposure, removing pressure to favor an in-house product over a potentially better external option.

The firm operates on a fee-only model, typically charging an annual percentage of assets under management. Because exact fee schedules are negotiated at the client level and tiered by relationship size, a public standardized rate sheet is not available. The absence of commissions means firm revenue moves directly with portfolio performance, not transaction volume.

The BAM Alliance was a community of independent advisory firms that shared Buckingham's investment philosophy and back-office infrastructure. Buckingham fully merged the Alliance into a single firm entity, bringing those advisors under one legal and compliance roof. This integration preserved the local advisor-client relationship while standardizing operational scale and investment implementation across the entire network.