Bobby Busby is a registered investment advisor at Johnson Sterling, INC., based in Birmingham, AL, with 13 years of industry experience. Bobby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 388 clients with $3.3B 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 $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are negotiable. JS may stack assets in related accounts of a single client to reach fee breakpoints.
Fee Estimator
Location
820 Shades Creek Parkway, Suite 3200, Birmingham, AL, 35209
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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 →Employment History
Current Registrations
Johnson Sterling, INC.
Previous Registrations
Horace Mann Investors, INC.Broker
State Registrations1 state
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