Burton Mulford is a registered investment advisor at Eagle Asset Management INC, based in St. Petersburg, FL, with 25 years of industry experience. Burton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79,272 clients with $61B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIMs charges an annual asset-based fee, calculated as a percentage of assets under management on a quarterly basis. The fee is based on the client's most recent quarterly FDIC Call Report filing. Fees are billed monthly in arrears at 1/12 of the annual rate. SIMs fees typically range from 0.08% to 0.15%, but may vary based on factors like portfolio size. Clients incur additional expenses outside of SIMs' fees.
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Eagle Asset Management INC
State Registrations1 state
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