Bush Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$248,801,233
Clients
494
Advisors
6
of 12 employees
About
Bush Wealth Management serves individual and high-net-worth clients and also provides retirement plan consulting to plan sponsors in 3(21) and 3(38) capacities. The firm offers discretionary investment management, standalone financial planning and consulting, participant education, and direct management of fee-based fixed indexed annuity products, and provides access to an online estate-planning tool (Estately) for clients.
The firm manages portfolios on a discretionary basis using mutual funds, ETFs, individual equities and fixed income, and implements asset-allocation models with ongoing monitoring and periodic account reviews; its methods include fundamental, technical and cyclical analysis and may employ CD-laddering or short-term trading where appropriate. Bush Wealth supports held-away accounts through Pontera’s order management system and uses eMoney and Orion for reporting, and its investing menu can include funds such as DFA products and iShares Bitcoin ETFs.
Distinctive features disclosed in the brochure include operating as a separately licensed insurance agency with supervised persons who are licensed insurance agents and who receive commissions and a bonus tied to insurance product sales, a compensation arrangement the firm identifies as a potential conflict of interest. The firm’s marketing and referral practices are also notable for this adviser category: it reports use of testimonials and third‑party ratings in advertising and has a promoter agreement (Willow) that receives an annual referral fee of $2,800, all of which the brochure discloses and addresses in its conflict-of-interest policies.
Client services
Expertise
Fee options
Financial planning and consulting fees generally range from $1,000 to $15,000 on a fixed fee basis
$0+: Negotiable up to 2.00% annually for investment management services $0+: Negotiable up to 1.00% annually for retirement plan consulting services
Insurance-related products sold on a commission basis by certain supervised persons who are licensed insurance agents
$200 to $400 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: Financial planning and consulting fees generally range from $1,000 to $15,000 on a fixed fee basis; $200 to $400 per hour
Main office
2918 N. Oak St., Ste. B
Valdosta GA 31602
Advisors at this office
6
Most active in
California · Florida · Georgia · North Carolina · Tennessee · Texas
Also doing business as
Bush Investment Group, LLC · Bush Investment Group, LLC Dba Bush Wealth Management · Bush Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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