Busey Capital Management, INC.

Fee-Only (% of Portfolio)

Busey Capital Management offers ongoing investment supervision through Traditional Investment Advisory Services, tailoring advice to individual client needs. They also offer Busey's Signature Solutions, a wrap-fee program through Raymond James. Busey Capital Management manages investments for various clients and may give different advice or take different actions for them or for their personal accounts. Clients are responsible for notifying Busey Capital Management of any changes to their financial situation or investment objectives.

Assets Under Management$320M
Clients431
Advisors4
Avg. per Client$750K
Avg. per Advisor$81M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Busey Capital Management offers two investment management programs:

Traditional Investment Advisory Services: Fees are based on a percentage of the value of your portfolio, but will not exceed 1.00% annually. Fees are calculated each quarter based on the market value of your portfolio at the end of the previous quarter.

Busey's Signature Solutions Program: The total fee charged does not exceed 1.3%.

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Location

4 Advisors at this firm

Busey Capital Management, INC. | TrueAdvisor