Top financial advisors in Ketchikan, AK
We’ve curated a list of the best financial advisors in Ketchikan, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$152,028,884
Number of advisors
1 advisors
| $152,028,884 | 1 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ketchikan, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ketchikan. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Rh Buchanan
R.H. Buchanan & Company Asset Management LLC is a financial advisory firm established in February 2013 by principal owner Ryan Hambrick Buchanan. The firm offers investment advisory services to individuals, high-net-worth individuals, institutional clients, and retirement plans. Services include creating Investment Policy Statements, asset allocation, security selection, and portfolio monitoring. R.H. Buchanan & Company manages the RH Buchanan Collective Investment Funds, provides retirement plan asset management, and offers financial planning services at an hourly fee of $450. The firm's assets under management as of December 31, 2023, are $165,168,575 for discretionary amounts. Fees for services range from .25 to 1.75 basis points depending on the type of service provided. The firm does not charge performance-based fees and requires a minimum account size of $250,000, which may be waived at the firm's discretion. R.H. Buchanan & Company acts as a fiduciary, providing investment discretion with written client authorization. The firm's investment strategies include fundamental and quantitative analysis, model portfolios, and risk-based strategies. Clients receive annual account reviews and reports from the custodian. R.H. Buchanan & Company does not accept voting authority for client securities and has no financial conditions impairing its ability to meet client commitments.
$152,028,884 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ketchikan, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ketchikan. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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