BB
BB

Bobby Lee Busby

13 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
388 clients
Average Client Portfolio
$8.6M average
Assets Under Management
$3.3B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M0.50%
$5.0M - $10.0M0.35%
$10.0M - $20.0M0.25%
$20M+0.20%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$500
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Location

820 Shades Creek Parkway, Suite 3200, Birmingham, AL, 35209

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Johnson Sterling, INC.
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Horace Mann Investors, INC.Broker
September 2011 - November 2017 · 6 yrs 2 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.
Bobby Lee Busby - Financial Advisor | TrueAdvisor