Bush Wealth Management

Wealth Management Firm in Valdosta, GA

Firm Info
Address: 2918 N Oak St b, Valdosta, GA 31602, USA
Phone: (229) 247-1474

Firm Size
Assets Under Management: $163.2 million
# of Advisors: 3
# of Clients: 912
Client to Advisor Ratio: 304:1
Average Account Size: $178,961
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Bush Wealth Management Overview

Bush Wealth Management is a fee-only registered investment advisory firm that provides investment advice and financial planning services to individual and small business clients as well as businesses and institutional clients. The firm is headquartered in Valdosta, GA and has been in business since 2019. As an insurance broker/agent, Bush Wealth Management also offers pension consulting services and selection of other advisors. The firm focuses primarily on portfolio management for its clients, with a comprehensive approach to investment strategies designed to meet each individual client's financial goals. The team at Bush Wealth Management offers personalized services that are tailored to each client's unique financial situation, with services ranging from comprehensive financial planning to retirement planning and asset allocation. Whether you are an individual or a business owner looking for portfolio management services, Bush Wealth Management has the expertise and experience to help you achieve your goals. With a strong focus on transparency and ethical practices, the firm is committed to delivering a high level of service that puts its clients at ease and gives them the confidence to pursue their financial goals with confidence.

BUSH WEALTH MANAGEMENT, a distinguished financial firm, comprehensively caters to a diverse range of clients. The firm helps numerous individuals, including high net worth individuals, and renders elaborate services to pension or profit-sharing plans and charitable organizations too. Their expertise in providing tailored services to all sorts of clients has enabled them to develop a sound reputation in the industry. BUSH WEALTH MANAGEMENT offers various fee structures, depending on the service provided. Clients who entrust the firm with their assets can choose among a percentage of assets under management (AUM), hourly fees, or fixed fees. This granularity enables clients to pick the fee structure that most suits their preferences or situation. The concept of percentage of AUM is ubiquitous within the financial industry. It refers to the fraction of a client's assets that the firm will charge in exchange for its services. Here, the client would pay a percentage of their assets, which BUSH WEALTH MANAGEMENT would manage for them. Hourly fees are another fee structure option available, wherein the client is charged according to the amount of time spent providing the service. This pay scheme can have advantages for clients, as they can obtain specific and tailored advice without having to make a long-term commitment. Fixed fees is the last fee structure available. In this payment model, BUSH WEALTH MANAGEMENT would quote clients a fixed price or a set fee for a given service. This might be beneficial when clients are seeking a one-time service or project, and can serve as a cost-effective alternative to an hourly arrangement. In summary, BUSH WEALTH MANAGEMENT offers a spectrum of fee structures to clients, including percentage of AUM, hourly fees and fixed fees, catering to specific client needs and scenarios.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Bush Wealth Management states that they do not require a minimum asset level or impose a minimum annual fee for their investment advisory services. Therefore, it can be inferred that there is no investment minimum for this firm.

How This Office Can Help Valdosta, GA Residents

Bush Wealth Management is committed to assisting residents in Valdosta, GA, with their personal financial planning needs. The firm provides comprehensive financial planning and investment management services to help clients achieve their financial goals, no matter their life stage. For someone living in Valdosta, GA, some of their unique financial situations may include starting a family, managing debt, saving for retirement, and planning for educational expenses. Bush Wealth Management offers tailored solutions to help clients navigate each of these situations. The firm also provides tax planning and wealth preservation strategies to help clients protect and grow their assets. With a commitment to personalized service and a focus on long-term financial success, Bush Wealth Management is a valuable resource for those seeking trusted financial guidance in Valdosta, GA.

To view the Minimum Investment and Fee Schedule for Bush Wealth Management, visit their Part 2 Brochure.

Services Offered by Bush Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Bush Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2918 N Oak St b, Valdosta, GA 31602, USA
Phone (229) 247-1474
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Bush Wealth Management is registered to service clients in the following states:

  • California
  • Florida
  • Georgia
  • North Carolina
  • Texas

Disciplinary History

Bush Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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