Anita Bustos is a registered investment advisor at Oac Capital Advisors LLC, based in Cumming, GA, with 24 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 22 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OAC Capital Advisors charges a fee based on the value of your portfolio. This fee is set when you sign an agreement and generally ranges from 0.4% to 2.0% per year. The exact fee depends on the size and complexity of your portfolio. Alternatively, or additionally, a fixed annual fee may be charged, ranging from $10,000 to $250,000 or more. Fees are negotiable and may be discounted for family members of staff.
Location
Cumming, GA
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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.
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Anita owns rental property in Doral, FL since 2016 and is a member of Blossom, LLC, a real estate investment business in Doral, FL since 2017. She spends minimal time on each of these activities.
Employment History
Current Registrations
Oac Capital Advisors LLC
Previous Registrations
Octogone Na
Octogone Na
Clairmont Investment Advisors LLC
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
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.