Jeffrey Busbee
Jeffrey Busbee is a CFP-designated registered investment advisor at Busbee Wealth Advisors LLC, based in Cedar Rapids, IA, with 39 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 112 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable based upon certain criteria. BWA also uses the AssetMark platform, where the BWA portion of the fee is 1.2% annually, and the total fees (including BWA's fee, the platform fee, and supplemental fees) will not exceed 2% annually.
Fee Estimator
Location
1918 St. Andrews Ct. Ne, Cedar Rapids, IA, 52402
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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
Jeffrey is the owner and insurance agent at Busbee Wealth Strategies LLC since 2017, focusing on insurance sales and service. He spends about a quarter of his time on this, with about half of that time spent during securities trading hours.
Employment History
Current Registrations
Busbee Wealth Advisors LLC
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Securian Financial Services, INC.
Cauldwell Financial Group INC
Securian Financial Services, INC.Broker
C.R.I. Securities, INC.Broker
Consolidated Resources, INC.Broker
State Registrations1 state
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.