Ted Buchan & Company, LLC is a large advisory firm based in San Diego. It manages $150.6 million of regulatory assets for 791 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Texas.
Ted Buchan & Company provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ted Buchan & Company, LLC is $150.6 million. The firm's AUM has grown by 484% since the beginning of its operation, and $177.81 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ted Buchan & Company, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Edward John Buchan is high net worth individuals with 47 clients and $111.51 million of assets under management. Among the 10 most similar advisory firms, Ted Buchan & Company has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $150.6 million for 267 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Ted Buchan & Company doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Edward John Buchan has been acting as President since 1 May 2006. Eric Vincent Schmid joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ted Buchan & Company, LLC performs its advisory services is located at 12396 World Trade Drive, San Diego, CA 92128, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-605-0686 or by fax 858-762-4082. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at tedbuchan.com.