KB
KB

Kevin Bush

1 Year of Experience
Winchester, MA

Kevin Bush is a registered investment advisor at Canopy Capital Group, based in Winchester, MA, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $480M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$482.9M

Fee Structure

Minimum Investment:$350K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

28 Church St, Suite 4, Winchester, MA, 01890

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

Kevin works as a consultant for his former employer, focusing on national security matters from his home residence. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Canopy Capital Group
April 2024 - Present · 2 yrs 1 mo
State Registrations1 state
MA
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.