Jerad Busch
Jerad Busch is a CFP-designated registered investment advisor at United Capital Management of Kansas, INC., based in Dodge City, KS, with 18 years of industry experience. Jerad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,655 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.75% to 2% annually, billed monthly in advance. Fees are negotiable based on account size, portfolio complexity, and other factors. The firm's standard agreement lists a maximum fee of 2.5%.
Fee Estimator
Location
2010 Central Avenue, Dodge City, KS, 67801
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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.
Learn about disclosures →Other Business Activities
Jerad is a shareholder and property manager for Koehn-Busch LLC, dedicating about 10-20% of his time, and chairman of the Dodge City Community College Foundation, spending a few hours per week. He is also a minority shareholder in United Capital Management, Inc. and a partner in Koplottschambusch, LLC, spending minimal time on the latter.
Employment History
Current Registrations
United Capital Management of Kansas, INC.
Stonex Securities INC.Broker
Previous Registrations
Fintegra Financial Solutions
Fintegra Financial Solutions
Fintegra, LLCBroker
Waddell & Reed, INC.Broker
State Registrations10 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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