Jesse Buchanan
Jesse Buchanan is a registered investment advisor at Main Advisory, INC., based in Blacksburg, VA, with 9 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 214 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Main Advisory's investment management fee ranges from 0.35% to 1.25% annually, based on the complexity of services, level of assets managed, and the overall client relationship. Fees are paid quarterly in advance, based on the value of your portfolio at the end of the prior quarter. Fees may be negotiable. Main Advisory may use independent managers, but the total blended fee will not exceed 2.00% annually.
Location
2001 South Main Street, Suite 103, Blacksburg, VA, 24060
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
Jesse is a licensed insurance professional, though this activity is not investment-related. This takes about 10-20% of his time.
Employment History
Current Registrations
Main Advisory, INC.
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.