David Bush
David Bush is a registered investment advisor at Private Client Advisor Group, LLC, based in Palm City, FL, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 190 clients with $110M 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 may be negotiable in some instances. Fee rates vary based on the level of service provided, the investment adviser representative managing the account, etc.
Fee Estimator
Location
901 SW Martin Downs Blvd., Suite 200 D, Palm City, FL, 34990
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
David works as an insurance agent, dedicating minimal time to this activity. This work generally occurs during regular business hours.
Employment History
Current Registrations
Private Client Advisor Group, LLC
Previous Registrations
Owlfi
Motiv8 Investments LLC
Allos Investment Advisors, LLC
Searcy Financial Services, INC.
Waddell & Reed
Edward Jones
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.