Scott Buchanan
Scott Buchanan is a registered investment advisor at Royal American Financial Advisors, LLC, based in Menifee, CA, with 21 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 182 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Annual Asset-Based Advisory Fee for Model Portfolios is 1.0%. The Annual Advisory Fee for total assets under management for no-commission annuities, fixed annuities, or fixed index annuities is 1.0%. All Fees are negotiable.
Fee Estimator
Location
27192 Newport Rd., Suite 3, Menifee, CA, 92584
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Scott is a registered investment advisor and also sells insurance to clients for risk protection and investment purposes. He spends the majority of his time on these activities.
Employment History
Current Registrations
Royal American Financial Advisors, 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.