buckley capital advisors, llc
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miami beach, FL
Additional Information
Buckley Capital Partners, L.P. is a value-oriented fund focusing on North American small- and mid-cap equities, typically holding 12–15 core positions. The fund takes a private equity approach to public markets, evaluating companies as long-term business owners and seeking asymmetric opportunities with limited downside risk. On a net annualized basis, the Fund has outperformed its benchmarks by more than 10% annually since 2020.
Specializes in
Services
Serving North America
Additional information extracted from the firm's public website. Last updated: August 8, 2026
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How much does a financial advisor cost in miami beach?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.