Mark Bussey
Mark Bussey is a registered investment advisor at Mark Bussey & Associates, Lc, based in Frewsburg, NY, with 21 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mark Bussey & Associates, LC charges a percentage of the assets they manage for investment advice. The annual fee ranges from 1.5% to 2.5% of the value of your portfolio.
- $0 - $1,000,000: 1.5% to 2.5%
- Over $1,000,000: 1.5%
You are also responsible for paying commissions charged by the custodian. Fees are billed quarterly, and you must pay for 3 months in advance unless negotiated otherwise. If you terminate the advisory services, you will receive a pro-rata refund. Mark Bussey & Associates, LC can liquidate your account to pay fees.
Location
Frewsburg, NY
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Regulatory History (1)
Customer Dispute
September 1999Employment History
Current Registrations
Mark Bussey & Associates, Lc
Previous Registrations
Mark Bussey & Associates, Lc
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.