Fred Busler
Fred Busler is a registered investment advisor at Augulis Financial Firm, L.L.C., based in Warren, NJ, with 17 years of industry experience. Fred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 68 clients with $54M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
5 Mountain Bouleveard, Suite 11B, Warren, NJ, 07059
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
Fred is an insurance agent selling fixed insurance products since 2007, dedicating about a quarter of his time to this. He also works as a tax preparer, spending minimal time on this activity.
Employment History
Current Registrations
Augulis Financial Firm, L.L.C.
Previous Registrations
Questar Capital CorporationBroker
Questar Capital CorporationBroker
Voya Financial Advisors, INC.Broker
Park Avenue Securities LLCBroker
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.