Matthew Busick
Matthew Busick is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in West Des Moines, IA, with 27 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
2600 Westown Pkwy, Suite #346, West Des Moines, IA, 50266
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business Activities
Matthew is a managing member of Veerkloh, LLC, a commercial real estate company, dedicating minimal time to coordinating research, transactions, and property management. He also serves as President and Board Member of The Rotary Club of Des Moines Foundation, a philanthropy group, dedicating minimal time to leading governance.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
River Glen Wealth Counselors
Ameriprise Financial Services, INC.
State Registrations2 states
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
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