Mark Bussey & Associates, LC is an investment advisory company that analyzes clients' financial investments, determines their risk tolerance and income needs, and develops a diversified investment portfolio. They may purchase equity securities, fixed income securities, and mutual funds. Clients can restrict investments in certain securities. As of January 1, 2023, they manage approximately $1.5 million on a discretionary basis.
Fee Structure
Mark Bussey & Associates, LC charges a percentage of the assets they manage for investment advice. The annual fee ranges from 1.5% to 2.5% of the value of your portfolio.
- $0 - $1,000,000: 1.5% to 2.5%
- Over $1,000,000: 1.5%
You are also responsible for paying commissions charged by the custodian. Fees are billed quarterly, and you must pay for 3 months in advance unless negotiated otherwise. If you terminate the advisory services, you will receive a pro-rata refund. Mark Bussey & Associates, LC can liquidate your account to pay fees.