Strategic Portfolio Advisors

Strategic Portfolio Advisors is a registered investment adviser founded in 2003 by Rebecca A. Buckley. The firm offers asset management services on a discretionary and non-discretionary basis, tailoring investment strategies based on individual goals, time horizons, and risk tolerance. Financial planning services cover various topics such as college planning, retirement income, and insurance. The firm charges annual investment advisory fees based on a tiered structure, with fees ranging from 0.15% to 2.50% based on assets under management. Clients may also opt for a flat fixed fee ranging from $400 to $3,500 per year. The minimum account size to open an account is $250,000, which may be lowered or waived in certain instances. Investment strategies include fundamental analysis, technical analysis, and charting analysis, with a focus on risk management. Rebecca A. Buckley, the firm's President and Chief Compliance Officer, is a Certified Financial Planner™ (CFP®) and has extensive experience in the financial industry. The firm's fee structure, investment strategies, and disciplinary information are transparently disclosed in compliance with regulatory requirements. Rebecca A. Buckley has a financial affiliated business as an insurance agent, receiving commissions from insurance sales, which is disclosed to clients to mitigate conflicts of interest. Clients are encouraged to review account statements and are provided with detailed information on fees and compensation structures. Rebecca A. Buckley is the sole owner and investment adviser representative, responsible for supervision and compliance with the firm's policies and procedures. The firm has not been involved in any bankruptcy petitions and maintains financial conditions to meet commitments to clients. Rebecca A. Buckley has not been involved in any criminal or civil actions and has disclosed administrative enforcement proceedings in the past. Clients are advised to review the firm's brochure and supplement for comprehensive information on services and disclosures.