Jordan Thao is a registered investment advisor at Buska Wealth Management, LLC, based in Wausau, WI. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,685 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable based upon certain criteria. Buska Wealth Management also has a co-advisor relationship with Gradient Investments, LLC, which offers actively managed portfolios. The fee for these services is 1.25% annually, with 1.00% going to Gradient Investments and 0.25% to Buska Wealth Management. Preservation portfolios are offered at 0.75% annually, with 0.50% going to Gradient Investments and 0.25% to Buska Wealth Management.
Fee Estimator
Location
510 N. 17th Avenue, Suite A, Wausau, WI, 54401
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Buska Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.