Richard Buchwald
Richard Buchwald is a CFA-designated registered investment advisor at Logan Capital Management, INC., based in Newtown Square, PA, with 25 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,897 clients with $3.1B 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 $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $75.0M | 0.45% |
| $75.0M - $100.0M | 0.35% |
| $100M+ | 0.35% |
Rates shown are for direct institutional separate accounts (growth, value, core, balanced, and fixed income). Accounts under $10 million are charged a flat fee of 1.75%. International ADR and global accounts have separate schedules ranging from 0.75% down. Wealth advisory accounts generally charge 1.00%. Fees are negotiable for accounts over $100 million.
Fee Estimator
Location
3817 West Chester Pike, Suite 150, Newtown Square, PA, 19073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Logan Capital Management, INC.
State Registrations1 state
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.
Exams
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