Donald Bussell is a registered investment advisor at Theus Wealth Advisors, based in Sunbury, OH, with 5 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Marathon Financial Group does not directly manage client assets. Instead, Marathon recommends third-party asset managers (TPAMs) to manage client portfolios. Marathon does not charge a separate fee for recommending these managers. The TPAMs will debit advisory fees from client accounts, and Marathon will share in the advisory fee paid to the TPAM. The fees paid to the TPAM are established by the TPAM and are generally not negotiable.
Location
Sunbury, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Theus Wealth Advisors
State Registrations2 states
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