Ted Buchan & Company provides investment advice and portfolio management services, both discretionary and non-discretionary. They also offer financial planning services, ranging from broad-based to single-subject planning, based on individual client needs and objectives. The firm invests client assets according to model portfolios with varying degrees of risk tolerance. Clients may impose restrictions on investments, potentially limiting model options.
Assets Under Management$350M
Clients369
Advisors2
Avg. per Client$940K
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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