David Bush is a CFP, PFS-designated registered investment advisor at Apella Wealth, based in West Hartford, CT, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
65 Memorial Drive, Suite C340, West Hartford, CT, 06107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a bank director for Chesapeake Bank since 2004, dedicating minimal time. He is also a CPA and was the owner of PBMARES LLP until 2022, now only working as a CPA, dedicating a few hours per week. Finally, David is a volunteer trustee for Williamsburg Community Foundation since 2022, dedicating minimal time.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Pbmares Wealth Management LLC
State Registrations3 states
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