Buchanan Wealth Management Fees & Minimum

Overview

Headquarters: Reston, VA
Total Firm Assets: $212 million
Average High-Net-Worth Client Portfolio Size: $1.4 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: FIRM DISCLOSURE BROCHURE (2026-08-10) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.35%
$500,001	$1,000,000	1.20%
$1,000,001	$2,000,000	1.10%
$2,000,001	$5,000,000	0.95%
$5,000,001	and above	0.80%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,750	1.28%
$5 million	$52,250	1.04%
$10 million	$92,250	0.92%
$50 million	$412,250	0.82%
$100 million	$812,250	0.81%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 75.17%
Number of High-Net-Worth Clients: 110
Total Client Accounts: 473
Discretionary Accounts: 454
Non-Discretionary Accounts: 19

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 316629

FIRM DISCLOSURE BROCHURE (2026-08-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Buchanan Wealth Management disclose?

Is Buchanan Wealth Management a fiduciary?

Where is Buchanan Wealth Management located?

How many clients does Buchanan Wealth Management have?

What services does Buchanan Wealth Management offer?

How much does Buchanan Wealth Management manage?

What types of clients does Buchanan Wealth Management serve?