| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
San Clemente, CA
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Burton is an insurance broker selling life, disability, health, and long-term care insurance, dedicating about 10-20% of his time to this. He is also a registered representative and an executive VP for a compliance consultant, and collects revenue from investment advisory, financial planning, and insurance related activities, spending minimal time on each of these.