Buchanan Wealth Management provides financial planning and investment advice to individuals, high-net worth individuals, businesses, and financial institutions, focusing on retirement. Investment strategies are tailored to each client's goals, time horizon, and risk tolerance. Buchanan Wealth Management manages assets on a discretionary basis, but does not take custody of client funds or securities.
Assets Under Management$160M
Clients174
Advisors2
Avg. per Client$900K
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.80% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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