Matthew Craven is a registered investment advisor at Bush Wealth Management, based in Valdosta, GA. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 496 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bush Wealth Management charges a percentage of the assets they manage for you. This fee covers investment advice and, if you request it, financial planning and consulting. The exact percentage is negotiable, up to a maximum of 2% per year, and depends on factors like the amount of assets, the complexity of your situation, and the services you need. If you use Pontera to manage held-away accounts, there is an additional 0.25% fee that Bush Wealth Management pays, which is included in their overall fee.
Location
2918 N. Oak St., Ste. B, Valdosta, GA, 31602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bush Wealth Management
State Registrations1 state
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