Facts and Insights
Buchanan Street Partners, L.P. is a leading financial advisory firm with a team of seasoned professionals dedicated to helping clients achieve their financial goals. The firm offers comprehensive financial services and customized solutions designed to meet the unique needs of each client. With years of experience and expertise, Buchanan Street Partners has earned a reputation for excellence in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50+ | 25+ years |
As of our latest filing, Buchanan Street Partners manages over $5 billion in assets and has a team of 50+ advisors. The firm has been in business for more than 25 years, making them a trusted and established partner for clients.
Financial Services Offered
Buchanan Street Partners offers a wide range of financial services to assist clients in achieving their financial goals. These services include investment management, wealth management, financial planning, retirement planning, estate planning, and more. Their team of experts works closely with each client to create personalized strategies and portfolios tailored to their specific needs and objectives.
Client Types
Buchanan Street Partners serves a diverse range of clients, including high net worth individuals, corporations, foundations, and retirement plans. They have the knowledge and experience to cater to the unique financial needs of each type of client and provide tailored solutions to help them achieve their financial goals.
Fees & Compensation
Buchanan Street Partners operates on a fee-based structure, which means that they are compensated based on a percentage of the assets they manage for clients. This structure aligns the firm’s interests with those of their clients, as the more successful the clients’ portfolios are, the more the firm will earn. Additionally, the firm has a fiduciary duty to act in the best interests of their clients at all times.
Background
Founded in 1995, Buchanan Street Partners has established a strong presence in the financial industry. The firm is headquartered in Newport Beach, California, and has grown to have multiple offices throughout the United States. Buchanan Street Partners has a team of experienced professionals and advisors who are dedicated to providing exceptional service and expertise to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Buchanan Street Partners is required to disclose any potential conflicts of interest or legal disclosures. They have a commitment to transparency and provide all necessary disclosures to clients before entering into any business relationship. These disclosures may include any past disciplinary actions, affiliations with other companies, or potential conflicts of interest.