Stephen Burton
Stephen Burton is a registered investment advisor at Rauch Advisory LLC, based in Chesapeake, VA, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 153 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. A portion of the wrap fee, typically not exceeding 0.40%, is paid to Bison Wealth for sub-advisory services.
Fee Estimator
Location
1407 Stephanie Way, Suite C, Chesapeake, VA, 23320
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is the owner/president/insurance agent of Equity 1 Inc., dedicating most of his time to insurance product sales and services. He also owns Equity 1 Business, Inc., which conducts business loans, Equity for Life Properties II, LLC, a commercial real estate rental company, and Momentum Marketing Solutions, LLC, a marketing organization, dedicating a few hours per week to the latter.
Employment History
Current Registrations
Rauch Advisory LLC
State Registrations5 states
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