Christopher Buchanan
Christopher Buchanan is a registered investment advisor at Osaic Wealth, INC., based in Palm Beach Gardens, FL, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Palm Beach Gardens, FL
Get directionsHistory
Regulatory History (2)
Judgment / Lien
August 2022Customer Dispute
June 2007Other Business ActivitiesSells Insurance
Christopher works as an insurance agent, offering life insurance and annuities through Game Plan Financial since 2019, spending about 10-20% of his time on this. He also works as an insurance agent writing life insurance and annuities through TrueChoice since 2015, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Asset Management, INC.
Questar Capital CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Newbridge Securities CorporationBroker
H&r Block Financial Advisors, INC.Broker
J. B. Hanauer & CO.Broker
State Registrations10 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.