How does the advisor help clients – Key Takeaways:
BUSEY CAPITAL MANAGEMENT, INC. is a trusted financial firm that provides expert advice to its clients. With a commitment to personalized service and attention to detail, they assist clients in reaching their financial goals.
Facts and Insights
Established in 1985, BUSEY CAPITAL MANAGEMENT, INC. has over 35 years of experience in the financial services industry. With a team of highly qualified and experienced advisors, they have a deep understanding of market trends and provide insightful guidance to their clients.
The firm currently manages over $5 billion in client assets. They have a team of 20 advisors, giving them a low advisor-to-client ratio and allowing them to provide individualized attention to each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 20 | 35+ years |
Financial Services Offered
BUSEY CAPITAL MANAGEMENT, INC. offers a range of financial services tailored to meet the unique needs of each client. These services include investment management, retirement planning, estate planning, tax planning, and more.
Client Types
The firm works with a diverse range of clients, from individuals and families to businesses and institutions. Their personalized approach allows them to cater to the specific needs and goals of each client.
Fees & Compensation
BUSEY CAPITAL MANAGEMENT, INC. follows a fee-only compensation structure, meaning their advisors are not paid through commissions. This ensures that their recommendations are solely based on their clients’ best interests. They are transparent about their fees and provide a detailed breakdown for each client.
Background
BUSEY CAPITAL MANAGEMENT, INC. is registered with the Securities and Exchange Commission (SEC) and operates as an independent investment advisor. They are also a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
Financial Advisor Disclosures to Know
When working with BUSEY CAPITAL MANAGEMENT, INC., clients can have peace of mind knowing that the firm has a clean record and no disciplinary history. They have no legal or regulatory actions against them and no reported conflicts of interest.