Todd Buchanan is a registered investment advisor at Msh Capital Advisors LLC, based in Red Lodge, MT, with 23 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,076 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MSH Capital Advisors offers investment management through both wrap and non-wrap fee programs. The fees are a percentage of the value of your portfolio and are negotiated with your advisor, up to a maximum of 2.00% per year. The fee includes investment management and ongoing advice. In wrap fee accounts, the fee also includes transaction costs. In non-wrap fee accounts, you'll pay transaction costs separately.
Location
107 12th St West, Red Lodge, MT, 59068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is a registered investment advisor representative with MSH Capital Advisors LLC, dedicating about a quarter of his time. He also provides fixed income securities to municipalities and is involved in commercial real estate and higher education governance, each taking minimal time.
Employment History
Current Registrations
Msh Capital Advisors LLC
M. S. Howells & CO.Broker
Previous Registrations
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Edward JonesBroker
D.A. Davidson & CO.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.