Busbee Wealth Advisors provides investment management and financial planning services. Investment management is offered on a discretionary basis, either directly or through the AssetMark platform. Financial planning services include retirement, estate, and business planning. Clients can impose restrictions on investments. Busbee Wealth Advisors also offers project-based consulting services.
Assets Under Management$44M
Clients112
Advisors1
Avg. per Client$390K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable based upon certain criteria. BWA also uses the AssetMark platform, where the BWA portion of the fee is 1.2% annually, and the total fees (including BWA's fee, the platform fee, and supplemental fees) will not exceed 2% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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