Bush Wealth Management operates as a registered investment advisor offering personalized investment management, retirement plan consulting, and standalone financial planning services to individuals, families, and business owners. The firm creates customized investment portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and bonds, and has the authority to make trades on your behalf without asking first. Bush Wealth Management also offers specialized services such as managing certain outside accounts through third-party software, overseeing fee-based fixed indexed annuities, and providing retirement plan consulting for self-directed plans. For standalone financial planning, the firm covers broad topics including estate planning and insurance analysis, and provides clients with access to digital estate planning tools. Bush Wealth Management generally recommends Charles Schwab as the primary custodian for client investment assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual investment advisory fee varies from negotiable up to 2.00% based on asset size, scope of services, and complexity. Fees are generally billed monthly in arrears based on the average daily balance.