Burton Willingham
Burton Willingham is a registered investment advisor at Chilton Capital Management LLC, based in Houston, TX, with 22 years of industry experience. Burton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 879 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Fee schedule for Institutional Separate Accounts with a minimum of $5,000,000 invested in the Strategic Equity Strategy. Other strategies have different fee schedules.
Fee Estimator
Location
1177 West Loop South, Suite 1200, Houston, TX, 77027-9062
Get directionsHistory
Regulatory History (1)
Regulatory
February 2003Employment History
Current Registrations
Chilton Capital Management LLC
Previous Registrations
Texan Capital
Willingham Asset Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.