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Busey Capital Management Minimum Investment (2026): What It Takes to Open an Account

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Updated September 28, 2026. Quick answer: $125,000 for Busey’s Signature Solutions wrap program. Busey Capital Management’s own Form ADV Part 2A brochure states this figure directly, though the firm reserves some discretion to adjust it. At that minimum, Busey Capital Management’s own published fee schedule works out to $1,625 a year.

The minimum, in the firm’s own words

“Busey’s Signature Solution Services: We generally require a minimum value of assets of $125,000 for individuals. The minimum initial investment required is also $125,000. Minimum account sizes may be waived under certain circumstances.”

On waivability: “Minimum account sizes may be waived under certain circumstances.”

Minimum investment and what it would cost

ProgramMinimum investmentAnnual fee at that minimumWaivable?
Busey’s Signature Solutions wrap program$125,000$1,625Partially, at the firm’s discretion
Source: Form ADV Part 2A: Firm Brochure, March 2026

Busey Capital Management’s own fee schedule at other balances

Account balanceAnnual fee
$250,000$3,250
$500,000$6,500
$1,000,000$13,000
$2,000,000$26,000

What else to know

Busey’s headline Traditional Investment Advisory Services carries a higher $500,000 minimum account size (also waivable under certain circumstances); the Signature Solutions figure above is used because it is the program K74’s own already-published fee schedule prices, the one open to a reader at these balances.

What a larger account would cost

The minimum is only the entry point. On a $500,000 account, Busey Capital Management’s own published fee schedule runs up to $6,500 a year (the published maximum); see the full dollar breakdown from Busey Capital Management’s own fee disclosure across several account sizes.

Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Busey Capital Management, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.

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Sources

Methodology. This page was built September 28, 2026, quoting directly from Busey Capital Management’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.