Zachary Kyhos
Zachary Kyhos is a registered investment advisor at Buska Wealth Management, LLC, based in Wausau, WI, with 10 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,698 clients with $540M 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 | 1.00% |
Fees are negotiable. Direct management fee is 1.00%. Co-advisor portfolios through Gradient Investments range from 0.75% to 1.40% total annual fee, which includes a 0.25% to 0.40% manager fee and a $15 quarterly technology fee per account.
Fee Estimator
Location
510 N. 17th Avenue, Suite A, Wausau, WI, 54401
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
Zachary is an insurance agent with Buska Retirement Solutions, Inc. since 2016. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
Buska Wealth Management, LLC
State Registrations2 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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