Buchanan Capital Management (BCM) offers financial planning and investment portfolio management services to individuals, high net worth individuals, businesses, and charitable organizations. BCM creates customized investment strategies based on client's risk tolerance, time horizon, and liquidity needs. BCM does not offer advice on digital assets. Client accounts are reviewed monthly.
Assets Under Management$26M
Clients33
Advisors1
Avg. per Client$800K
Avg. per Advisor$26M
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Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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