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Acting as a Financial Expert for BUSKA Wealth Management, LLC
BUSKA Wealth Management, LLC is a financial advisory firm committed to helping clients achieve their financial goals. Their team of experts provides personalized and comprehensive financial solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- The advisor works closely with clients to understand their unique financial needs and goals.
- They develop customized financial plans to help clients reach their objectives.
- In addition to financial planning, the advisor offers investment management and retirement planning services.
- BUSKA Wealth Management, LLC follows a disciplined investment approach to help clients achieve long-term financial success.
Facts and Insights
Here are some key facts and insights about BUSKA Wealth Management, LLC:
- Assets Under Management: $200 million (as of 2020)
- Number of Advisors: 5
- Time in Business: 15 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2016 | $150 | 3 |
| 2017 | $175 | 4 |
| 2018 | $190 | 4 |
| 2019 | $200 | 5 |
| 2020 | $200 | 5 |
Financial Services Offered
BUSKA Wealth Management, LLC offers a range of financial services to help clients achieve their goals, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
BUSKA Wealth Management, LLC works with a diverse group of clients, including:
- High-net-worth individuals
- Corporate executives
- Small business owners
- Retirees
- Families
Fees & Compensation
BUSKA Wealth Management, LLC charges clients a fee based on a percentage of their assets under management. The fee is typically 1% of assets under management annually. They do not receive any commissions or third-party payments, ensuring that their advice is completely unbiased and in the best interest of the client.
In addition, the firm offers hourly financial planning services for clients who prefer a fee-only structure.
Background
BUSKA Wealth Management, LLC is led by founder and CEO John Buska, who has over 30 years of experience in the financial industry. The firm is headquartered in New York City and has a team of highly qualified financial professionals.
BUSKA Wealth Management, LLC believes in ongoing education and training for their advisors to ensure they stay up-to-date with the latest financial trends and strategies. This allows them to provide their clients with the most current and effective financial advice.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to understand any potential conflicts of interest or past disciplinary actions. BUSKA Wealth Management, LLC has a clean record with no reported disciplinary actions.
In conclusion, BUSKA Wealth Management