Advisor at Buckman Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Buckman Advisory Group LLC
Location
Little Silver, NJ 07739
Credentials
Series 63, Series 65
Industry experience
33 years
Matthew Witschel is a financial advisor with Buckman Advisory Group LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Buckman Buckman & Reid Inc. since 2011 and at HGK Asset Management since 2009. Outside of his advisory roles, he works as a mutual fund wholesaler for Hudson Edge Investment Partners. Buckman Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $236 million across over 800 client relationships, employing a strategic asset-allocation approach using mutual funds, equities, bonds, and ETFs, primarily on a discretionary basis.
Based on Buckman Advisory Group LLC
Based on Buckman Advisory Group LLC
Financial planning flat fees between $1,500 and $10,000
$0 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001+: 1.25% annually
Commissions from sale of securities and insurance products; 12b-1 fees; transaction fees on non-wrap accounts ($27.99 per trade)
$150 to $300 per hour for financial planning
Account minimum: $50,000
44 Church Street
Little Silver, NJ 07739
New Jersey
Buckman Buckman & Reid Inc.
2011 - Present (15 years)
HGK Asset Management
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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