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Ian Douglas MacPherson

Prime Buchholz LLC

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About Ian Douglas MacPherson

Ian Douglas MacPherson is an Investment Advisor Representative with Prime Buchholz LLC. Ian has been working in the financial services industry since 2004 and is registered with the state of Texas. Ian's firm specializes in general investment consulting, portfolio management for individuals, and pension consulting services. They serve a variety of clients, including insurance companies, charitable organizations, and high-net-worth individuals. Ian is also a Chartered Financial Analyst.

Firm Information

Ian MacPherson is currently registered with Prime Buchholz LLC. Prime Buchholz LLC is an investment advisor registered with the SEC. The firm offers a variety of investment services, including general investment consulting, asset allocation, manager search/evaluation, performance monitoring, reporting & analytics, and selection of other advisors. Prime Buchholz LLC primarily serves charitable organizations, pension and profit sharing plans, high-net-worth individuals, and insurance companies. They manage approximately $10.41 billion in assets.
Prime Buchholz LLC

273 CORPORATE DRIVE, SUITE 250

PORTSMOUTH, NH 03801

$10.41B

Assets Under Management

186

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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general investment consulting-investment program design,asset alloc, mgr search/eval, performance monitoring,reporting&analytics

General investment consulting-investment program design,asset alloc, mgr search/eval, performance monitoring,reporting&analytics

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

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Ian MacPherson’s Registration & Firm History

NH

03/31/2023 - Present

Prime Buchholz LLC (PORTSMOUTH NH)

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Licenses & Designations

IA

Issued 02/28/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Douglas MacPherson.
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