Jarett Busacca is a CFP-designated registered investment advisor at Venture Wealth Solutions LLC, based in Winter Park, FL, with 3 years of industry experience. Jarett 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 3 more. Their firm serves 2 clients with $110K 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable based upon certain criteria.
Fee Estimator
Location
Winter Park, FL
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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
Jarett owns CYS Bookkeeping, a non-investment related bookkeeping services business, since January 2023. The filing does not specify the time commitment.
Employment History
Current Registrations
Venture Wealth Solutions LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Raymond James Financial Services, INC.Broker
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.