Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$213,112,663
Total clients
456
13% high-net worth
Total advisors
5
of 12 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
91
Average account size
$467,352
Fixed fees for financial planning generally range from $1,000 to $15,000
$0+: Negotiable up to 2.00% $0+: Negotiable up to 1.00% for retirement plan consulting
Hourly consulting fees range from $200 to $400 per hour
Account minimum: $250,000 Fee-only: Financial planning and consulting fees negotiable, generally $1,000 to $15,000 fixed fee; hourly fees $200 to $400 per hour
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Bush Wealth Management
2918 N. Oak St., Ste. B
Valdosta GA 31602, United States
Number of offices
1
Series 63, Series 66
Valdosta, GA
Bush Wealth Management
Series 65
Valdosta, GA
Bush Wealth Management
Series 65
Valdosta, GA
Bush Wealth Management
Series 66
Valdosta, GA
Bush Wealth Management
CFP®, Series 66
Valdosta, GA
Bush Wealth Management
Series 66
Valdosta, GA
Bush Wealth Management
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