RH
ChFC
RH
ChFC

Reed Hubbert

2 Years of Experience
Kokomo, IN

Reed Hubbert is a ChFC-designated registered investment advisor at Gettings Busch Wealth Management, based in Kokomo, IN, with 2 years of industry experience. Reed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 884 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
884 clients
Average Client Portfolio
$613K average
Assets Under Management
$541.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

BCGM Wealth Management charges a fee based on a percentage of the value of your portfolio. The maximum fee is 1.15% per year, but the specific fee is negotiable and can vary based on the size of the account, complexity of the portfolio, and other factors. Fees are billed monthly based on the average daily balance of the account. BCGM may use third-party money managers, and in those cases, BCGM receives a portion of the overall advisory fee charged to clients.

Loading...

Location

2705 S Berkley Road, Suite 1B, Kokomo, IN, 46902

Get directions

History

Regulatory History
Clean regulatory record

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

Reed is a football coach at Western Middle School in Russiaville, Indiana. This activity is not investment-related.

Employment History
Current Registrations
Gettings Busch Wealth Management
January 2024 - Present · 2 yrs 3 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.