Burton Stokely is a registered investment advisor at Allspring Funds Management, LLC, based in Highlands Ranch, CO, with 19 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 12,065 clients with $320B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allspring Funds Management negotiates investment advisory fees with each managed account program sponsor. These fees generally range from 0.07% to 0.75% of the value of the client's assets managed. The total annual fees charged by sponsors generally include Allspring's fee. Fees are generally payable quarterly based on the calendar quarter-end market value. Clients also pay the fees and expenses of the underlying investments.
Location
Highlands Ranch, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Burton is the Vice Chair of the Cherry Hills Christian School Board, a non-profit organization, since July 2023. He dedicates a few hours per week to this role, which does not conflict with his work at Allspring.
Employment History
Current Registrations
Allspring Funds Management, LLC
Allspring Funds Distributor, LLC
Allspring Funds Distributor, LLCBroker
Previous Registrations
Wells Fargo Funds Management, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations5 states
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