Busine Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Busine LLC provides wealth management, comprehensive wealth management, selective wealth management, financial planning, pension consulting and third‑party money management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and pension/profit‑sharing plans. The firm offers both discretionary and non‑discretionary portfolio management and, when engaged for pension consulting, acknowledges a fiduciary role under ERISA for plan‑related advice.
Investment portfolios typically combine exchange‑traded funds, mutual funds, individual stocks and bonds, and managed accounts are reviewed at least quarterly with rebalancing as appropriate to client goals and risk tolerance. The firm applies a mix of fundamental, technical, cyclical and charting analysis in portfolio construction and may implement margin borrowing or margin loans in client accounts when deemed suitable.
A few features distinguish the firm from many independent peers: it provides pension consulting and portfolio management for plan‑type and other institutional clients, and the firm’s principal maintains an insurance license and may offer insurance products, which the brochure notes could create conflicts of interest. The firm’s willingness to use borrowing in separately managed accounts and its use of an institutional custody/transaction platform are relatively uncommon among similar firms, so prospective clients should discuss leverage, ERISA responsibilities and any insurance recommendations during onboarding.
Client services
Expertise
Fee options
Flat fees generally range from $1,500 to $10,000 for financial planning and consulting services.
$200,000 - $499,999.99: 1.50% $500,000 - $999,999.99: 1.35% $1,000,000 - $1,999,999.99: 1.20% $2,000,000 - $4,999,999.99: 1.05% $5,000,000 - $9,999,999.99: 0.90% $10,000,000+: 0.75%
Hourly fees up to $350/hour for financial planning and consulting services.
Account minimum: $200,000 Fee-only: Hourly fees up to $350/hour; Flat fees generally range from $1,500 to $10,000 for financial planning and consulting services.
Main office
4250 N. Drinkwater Blvd., Suite 300
Scottsdale AZ 85251
Advisors at this office
1
Most active in
Arizona · California · Washington
Also doing business as
Busine LLC · Busine Wealth
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.
Forms ADV
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