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Steven Busch

23 Years of Experience
Plantation, FL
1 Disclosure

Steven Busch is a registered investment advisor at Everglades Resources, INC., based in Plantation, FL, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52 clients with $20M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
52 clients
Average Client Portfolio
$385K average
Assets Under Management
$20.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Everglades Resources charges a percentage of your portfolio each year, ranging from 1% to 2%. They may also charge up to 20% of the gains in eligible accounts. These fees are negotiable. Relatives of the owner are not currently charged a fee. The fees are billed quarterly based on the value of your portfolio at the beginning of each quarter.

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Location

Plantation, FL

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History

Regulatory History (1)
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Employment Separation After Allegations
July 1992
Employment History
Current Registrations
Everglades Resources, INC.
April 2002 - Present · 24 yrs 1 mo
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
Steven Busch - Financial Advisor | TrueAdvisor