Bush Wealth Management offers investment management services where they make investment decisions for you. They also provide financial planning and consulting services on a stand-alone basis, covering topics like estate planning and insurance. Bush Wealth Management may recommend other professionals, including their own supervised persons who are licensed insurance agents, but you are not obligated to use them. They also provide access to an online estate planning service called Estately.
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.