Buckley Wealth Management, LLC

Buckley Wealth Management, LLC, established in 2017, is a Las Vegas-based financial advisor firm specializing in asset management and investment consulting services for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, and corporate entities. As a fiduciary, the firm is committed to acting in the best interest of clients, offering services such as Comprehensive Portfolio Management, Financial Planning & Consulting, and Retirement Plan Consulting. The firm's investment strategies include asset allocation, ETFs, fixed income, and long-term purchases, with a focus on risk management and client communication. For Comprehensive Portfolio Management, the firm charges a maximum annual fee of 1.00%, billed quarterly based on account value. Financial Planning & Consulting services are offered on a flat fee basis, while Retirement Plan Consulting fees are either flat or based on a percentage of managed assets. The firm may utilize third-party money managers and does not charge performance-based fees. Clients have the option to provide investment discretion to the firm, allowing it to manage securities transactions on their behalf. Buckley Wealth Management does not accept client funds or securities, except for limited third-party money movement instances. The firm does not engage in brokerage practices that involve soft dollars or directed brokerage. Clients receive account statements directly from qualified custodians, ensuring transparency and security. The firm does not provide financial information in the brochure as it does not prepay fees exceeding $1,200, does not have custody of client funds, and has a sound financial condition.