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How does the advisor help clients – Key Takeaways:
As a highly qualified and experienced advisor, BUSBEE WEALTH ADVISORS LLC provides a range of financial services to help clients achieve their financial goals. Through careful planning and personalized strategies, the team at BUSBEE WEALTH ADVISORS LLC has a proven track record of helping clients secure their financial future.
Facts and Insights
Established in 2005, BUSBEE WEALTH ADVISORS LLC has been in the financial advisory business for over 15 years. With a team of 12 advisors, the firm manages assets worth $500 million. The firm is registered with the Securities and Exchange Commission (SEC) and has a fiduciary duty to act in the best interests of its clients at all times.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 12 | $500 million |
Financial Services Offered
BUSBEE WEALTH ADVISORS LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
BUSBEE WEALTH ADVISORS LLC works with a wide range of clients including individuals, families, and small businesses. The firm caters to clients who are seeking to grow their wealth and secure their financial future.
Fees & Compensation
BUSBEE WEALTH ADVISORS LLC operates on a fee-based compensation model, where clients pay a percentage of their assets under management as a fee for the firm’s services. This ensures that the firm is aligned with its clients’ interests and strives to maximize their returns.
Background
The team at BUSBEE WEALTH ADVISORS LLC is led by John Busbee, a highly qualified and experienced financial advisor. John holds a Bachelor’s degree in Finance and has over 20 years of experience in the financial industry. He is dedicated to providing personalized and comprehensive financial planning services for his clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BUSBEE WEALTH ADVISORS LLC is required to disclose any potential conflicts of interest to its clients. This ensures transparency and protects the clients’ best interests. The firm has a clean disciplinary record and has not faced any regulatory or legal actions.