William Bush
William Bush is a ChFC-designated registered investment advisor at Sobitz Financial Group, LLC, based in Uniontown, OH, with 43 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 200 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3500 Massillon Road, Suite 490, Uniontown, OH, 44685
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William works as an insurance agent selling and servicing life insurance and annuities since 1980. This activity, which is investment-related, takes a few hours per week.
Employment History
Current Registrations
Sobitz Financial Group, LLC
Previous Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
NFP Securities, INC.Broker
Capital Analysts, IncorporatedBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Fsc Securities CorporationBroker
Equity Services, INC.Broker
State Registrations3 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.