Bradley Busbin
Bradley Busbin is a CFP-designated registered investment advisor at The Life Wealth Group, based in Winter Garden, FL, with 20 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 544 clients with $490M 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 | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.65% |
Fees are negotiable at the sole discretion of the firm. Maximum advisory fee is up to 2%.
Fee Estimator
Location
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
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
Bradley operates under the DBA Significant Wealth Management/The LifeWealth Group, focusing on insurance sales and service, dedicating full-time hours to this. He also owns Busbin Law Firm providing legal services and Busbin Properties LLC for commercial real estate leasing, and is a registered representative with Madison Avenue Securities.
Employment History
Current Registrations
The Life Wealth Group
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
G. A. Repple & Company
G. A. Repple & CompanyBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Merrimac Asset Management
Merrimac Corporate Securities, INC.Broker
North American Clearing, INC.Broker
State Registrations5 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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