Edward Buchan is a CFP-designated registered investment advisor at Ted Buchan & Company, based in San Diego, CA, with 24 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 369 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $120K | Included |
| $120K - $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $15.0M | 0.40% |
| $15.0M - $30.0M | 0.35% |
| $30.0M - $50.0M | 0.30% |
| $50M+ | 0.30% |
Fees negotiable for accounts over $50,000,000. Accounts not held with Adviser's Custodian are assessed a separate annual management fee of 0.75%.
Fee Estimator
Location
12396 World Trade Drive, Suite 112, San Diego, CA, 92128
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Employment History
Current Registrations
Ted Buchan & Company
Previous Registrations
Aig Financial Advisors, INC.
Spelman & CO INC
Wells Fargo Investments, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.