Martin Buchanan
Martin Buchanan is a registered investment advisor at Buchanan Capital Management, LLC, based in Oklahoma City, OK, with 14 years of industry experience. Martin 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. Their firm serves 33 clients with $26M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $3.0M | 0.96% |
| $3.0M - $4.0M | 0.84% |
| $4.0M - $5.0M | 0.72% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Fees can be negotiated higher or lower but cannot exceed 1.20%.
Fee Estimator
Location
Oklahoma City, OK
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2020Other Business ActivitiesSells Insurance
Martin is an independent insurance agent for various companies through Buchanan Capital Management LLC, spending a few hours per week on this. He also works as a consultant for MAD Energy Limited Partnership and is a board member of Oklahoma Engineering Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Buchanan Capital Management, LLC
Previous Registrations
Buchanan Capital Management, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
J.P. Morgan Securities LLCBroker
Edward Jones
Edward JonesBroker
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.