Blair Tushaus
Blair Tushaus is a registered investment advisor at Tushaus Wealth Management, based in Scottsdale, AZ, with 7 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 123 clients with $75M 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 $1.5M | 1.50% |
| $1.5M+ | 0.75% |
Fees are negotiable. Cash management services have a separate fee of 0.15%.
Fee Estimator
Location
9141 E Hidden Spur Trail, Scottsdale, AZ, 85255
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
Blair is an independent licensed insurance agent and partner at FIT College Planning, LLC, dedicating about 10-20% of their time to the firm. Blair is also a manager at Tushaus Group LLC, an insurance agency, dedicating a few hours per week.
Employment History
Current Registrations
Tushaus Wealth Management
Previous Registrations
Tushaus Financial Management Group, L.L.C.
Optimist Retirement, LLC
State Registrations7 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.