Jonathan Busa
Jonathan Busa is a registered investment advisor at Ceres Financial Group, INC., based in Stoughton, MA, with 32 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62 clients with $30M 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 $750K | 1.20% |
| $750K - $1.3M | 1.10% |
| $1.3M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
909 Washington Street, Suite 202, Stoughton, MA, 02072
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
Jonathan is a board supervisor for a community development district, a principal and managing director at Ceres Financial Group, and works in business development for Alliant Property Management LLC. He also works full-time as a registered representative with Osaic Wealth Inc. and spends a few hours per week as an agent/producer selling various insurance products.
Employment History
Current Registrations
Ceres Financial Group, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Copeland Equities, INC.Broker
Shawmut Brokerage, INC.Broker
State Registrations10 states
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