Busine Wealth provides investment advice and financial planning to individuals, families, and other clients. Services include comprehensive wealth management, financial planning and consulting, and pension consulting for employer-sponsored retirement plans. Busine Wealth creates tailored investment strategies based on clients' financial situations, goals, and risk tolerance. Investment portfolios may include exchange-traded funds, mutual funds, individual stocks, and bonds.
Assets Under Management$67M
Clients62
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Busine Wealth offers several investment management options:
- Comprehensive Wealth Management: Fees range from 0.75% to 1.50% annually, depending on the amount you invest.
- Wealth Management: Fees range from 0.60% to 1.35% annually, depending on the amount you invest.
- Selective Wealth Management: A flat fee of $1,500 is added to a 0.75% annual fee on your portfolio. If the total fee exceeds $2,999.99, you'll be moved to either the Wealth Management or Comprehensive Wealth Management service.
These fees are deducted from your account quarterly, in advance.
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