How does the advisor help clients – Key Takeaways:
TED BUCHAN & COMPANY is a reputable financial advisory firm that provides expert guidance to its clients. With years of experience and highly qualified advisors, the firm offers a range of services to help clients achieve their financial goals. Here are some key takeaways on how the advisor helps clients:
- Provides personalized and comprehensive financial planning services
- Offers investment management and asset allocation strategies
- Assists with retirement planning and income distribution strategies
- Helps clients with tax planning and estate planning
- Offers objective and unbiased advice
Facts and Insights
TED BUCHAN & COMPANY has established a strong reputation in the financial industry, thanks to its expertise and commitment to client satisfaction. Here are some facts and insights about the firm:
- Assets under management: $500 million (as of December 31, 2020)
- Number of advisors: 10
- Time in business: Over 20 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets under Management (in millions) | Number of Advisors |
|---|---|---|
| 2018 | $400 | 8 |
| 2019 | $450 | 9 |
| 2020 | $500 | 10 |
Financial Services Offered
TED BUCHAN & COMPANY offers a wide range of financial services to its clients, including:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm works with a diverse clientele, including:
- High net worth individuals
- Retirees
- Business owners
- Executives
- Professionals
Fees & Compensation
TED BUCHAN & COMPANY is committed to transparency when it comes to fees and compensation. Here’s what clients need to know:
- The firm charges a percentage of assets under management as a management fee
- Some services are offered on a fee-only basis, while others may include commissions
- Fees and compensation will be fully disclosed and discussed with clients before any engagement
Background
TED BUCHAN & COMPANY was founded by financial expert Ted Buchan, who has over 30 years of experience in the industry. Prior to starting his own firm, Ted worked as a financial advisor and held various executive roles at leading financial firms. He is committed to providing his clients with personalized, unbiased, and comprehensive financial advice.
Financial Advisor Disclosures to Know
Before engaging with any financial advisor, it’s important to be aware of any potential conflicts of interest or past disciplinary actions. Here are some disclosures to keep in mind about TED BUCHAN & COMPANY:
- No disciplinary actions on record with regulatory bodies
- The firm may earn commissions from the sale of insurance products