Megan Buchanan
Megan Buchanan is a CFP-designated registered investment advisor at Horizons Sustainable Financial Services, INC., based in Milwaukie, OR, with 5 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Socially Responsible Investing, and 1 more. Their firm serves 310 clients with $150M 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 $200K | 1.25% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.97% |
| $2.0M - $3.0M | 0.89% |
| $3.0M - $5.0M | 0.81% |
| $5M+ | 0.81% |
Schedule shown is for Schwab Mutual Fund / ETF Portfolio. Schwab Fixed Income Only Portfolio has lower fees. Goldman Third-Party Investment Manager Portfolio has slightly lower fees than Schwab Mutual Fund / ETF Portfolio. Fees for assets above $5,000,000 are to be arranged separately. Manager fees (0% to 1.00%) may apply for third-party investment managers.
Fee Estimator
Location
Milwaukie, OR
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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
Horizons Sustainable Financial Services, INC.
Previous Registrations
Silver Oak Advisory Group
State Registrations1 state
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