Ted Buchan & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ted Buchan & Company provides investment advisory and financial planning services to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio management as well as written financial plans. The firm manages roughly $413 million in client assets and serves several hundred individual accounts through a small advisory team.
The firm delivers advice using firm‑developed model portfolios and a mix of fundamental and technical analysis, and it may implement both long‑ and short‑term trading strategies, including occasional margin use and aggregated trading. It also addresses retirement account rollovers under fiduciary standards and conducts ongoing account monitoring with at least annual reviews.
Distinctive elements disclosed in the brochure include the firm’s public reference to third‑party ratings in its materials and website, a practice that is uncommon among peers. The firm’s compact advisor base relative to its asset size, its treatment of “held‑away” external accounts within the managed asset picture, and its policy of not voting client proxies (clients retain voting responsibility) are additional features that set it apart from many similarly sized advisers.
Client services
Expertise
Fee options
Financial planning fees based on a fixed rate up to $5,000, negotiable depending on scope
$0 - $120,000: Flat fee of $1,500 $120,001 - $499,999: 1.25% $500,000 - $999,999: 1.10% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $3,499,999: 0.80% $3,500,000 - $4,999,999: 0.65% $5,000,000 - $7,499,999: 0.50% $7,500,000 - $14,999,999: 0.40% $15,000,000 - $29,999,999: 0.35% $30,000,000 - $49,999,999: 0.30% $50,000,000+: Negotiable
Account minimum: $1,500 minimum fee Minimum fee: $1,500 minimum fee to open and maintain an advisory account, may be waived at discretion
Main office
12396 World Trade Drive, Suite 112
San Diego CA 92128
Advisors at this office
2
Most active in
California · Georgia · Texas
Also doing business as
Ted Buchan & Company · Ted Buchan & Company, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Eric S
CFP®
San Diego, CA
Ted Buchan & Company
Eric Schmid is a CFP® professional with nine years of industry experience, currently serving as an advisor at Ted Buchan & Company since 2016. He is based in San Diego, CA, and works within a small team of two advisors at the firm. Ted Buchan & Company provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $413 million in assets. The firm uses firm-developed model portfolios combined with fundamental and technical analysis, offering both discretionary and non-discretionary management along with annual account reviews.
Edward B
CFP®, Series 63, Series 65
San Diego, CA
Ted Buchan & Company
Edward Buchan is a CFP® professional with 24 years of experience in financial advising. He has been with Ted Buchan & Company since 2006. The firm provides investment advice and financial planning primarily to individual and high-net-worth clients, managing portfolios through tailored models that combine fundamental and technical analysis. Ted Buchan & Company oversees a substantial asset base with a focus on discretionary and non-discretionary portfolio management and standalone financial plans.
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