Anthony Burek is a registered investment advisor at Regal Investment Advisors LLC, based in Monroe, MI, with 15 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,859 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.
Location
72 W Front St, Monroe, MI, 48161
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Anthony works as an IAR providing financial advisory services and model creation/maintenance, dedicating nearly full-time hours. He is also a board member and treasurer for The Sight Center of NW Ohio, and an independent contractor for Arbutus Capital Management, LLC, spending minimal time on each. Additionally, Anthony is an officer/director of Northern Buckeye United Soccer Club, spending minimal time.
Employment History
Current Registrations
Regal Investment Advisors LLC
Previous Registrations
The Huntington Investment Company
Regal Investment Advisors LLC
State Registrations2 states
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.