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Overview

Services

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Funds

Funds Used With Clients

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Qualifications

Experience

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Employer Years Dates
Executive Wealth Management 6 years Jan 2014 - Present
Invest Financial Corporation 2 years, 9 months Jan 2014 - Oct 2016
Fidelity Brokerage Services LLC 4 years, 10 months Dec 2008 - Oct 2013

Designations & Memberships

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Articles and Answers

Insights by Suchitra Busch

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Answers

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What percentage of my business revenue should I donate to charities?
I think that there needs to be consideration given on 2 levels. First the amount of impact the business wants to have in a community and secondly the tax benefits that the company wants to reap. Although the secondary benefit should be considered much lighter than the first, it still makes an impa...  (more)
Answered May 2014
ETFs vs Index Funds in Tax Exempt Retirement Accounts?
I think that once you are in a tax deferred environment, you need to consider total cost and return. Typically most ETF's provide low cost for investing especially in sectors and other asset classes vs. funds, some index funds are also very cost effective. Your overall strategy and risk management...  (more)
Answered May 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      2
    • as of date
      Dec 24, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      2
    • as of date
      Dec 24, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Executive Wealth Management, LLC

    Last updated on Oct. 9, 2019
      • $820.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 5K
        Accounts
      • $149.7K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees