Grant Mckay is a CFA-designated registered investment advisor at Busey Capital Management, INC., based in Burr Ridge, IL, with 7 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 431 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Busey Capital Management offers two investment management programs:
Traditional Investment Advisory Services: Fees are based on a percentage of the value of your portfolio, but will not exceed 1.00% annually. Fees are calculated each quarter based on the market value of your portfolio at the end of the previous quarter.
Busey's Signature Solutions Program: The total fee charged does not exceed 1.3%.
Location
7020 County Line Road, Burr Ridge, IL, 60527
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Busey Capital Management, INC.
State Registrations1 state
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