Kara Buss is a registered investment advisor at Hn Buss Investing, based in Thousand Oaks, CA, with 2 years of industry experience. Kara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 59 clients with $12M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Location
Thousand Oaks, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kara is the Owner/Investment Advisor for He'e Nalu Investing, INC. and HN Buss Investing Corporation. She will be closing He'e Nalu Investing and operating an registered investment advisory under HN Buss Investing Corporation once the RIA has been accepted.
Employment History
Current Registrations
Hn Buss Investing
Previous Registrations
He'e Nalu Investing, INC.
State Registrations1 state
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