Courtney Gooding is a registered investment advisor at Bush Wealth Management, based in Valdosta, GA, with 9 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 496 clients with $260M 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% |
Annual investment advisory fee varies from negotiable up to 2.00% based on asset size, scope of services, and complexity. Fees are generally billed monthly in arrears based on the average daily balance.
Fee Estimator
Location
2918 N. Oak St., Ste. B, Valdosta, GA, 31602
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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
Courtney is the Vice President of Park Terrace Properties, a rental property business, since 2013. Courtney spends minimal time on strategic planning, property tours, and design assistance.
Employment History
Current Registrations
Bush Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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