Joel Busboom Financial, LLC offers tailored investment management and financial planning services. For investment management, Joel Busboom Financial designs custom portfolios and may utilize third-party managers to help execute investment strategies. Ongoing comprehensive financial planning is included at no additional cost for clients utilizing investment management services. Additionally, the firm offers standalone project-based financial planning covering topics such as retirement planning, cash flow and debt management, college savings, insurance analysis, and estate planning. Joel Busboom Financial operates as a registered investment advisor based in Franklin, Tennessee, and serves individuals and high net worth individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable and paid quarterly in advance. Ongoing financial planning is included in this fee.