Eric Schmid is a CFP-designated registered investment advisor at Ted Buchan & Company, based in San Diego, CA, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 369 clients with $350M 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 $120K | Included |
| $120K - $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $15.0M | 0.40% |
| $15.0M - $30.0M | 0.35% |
| $30.0M - $50.0M | 0.30% |
| $50M+ | 0.30% |
Fees negotiable for accounts over $50,000,000. Accounts not held with Adviser's Custodian are assessed a separate annual management fee of 0.75%.
Fee Estimator
Location
12396 World Trade Drive, Suite 112, San Diego, CA, 92128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ted Buchan & Company
State Registrations1 state
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