BURNS CAPITAL INVESTMENT ADVISORS, INC.
Expert Financial Assistance for Clients
BURNS CAPITAL INVESTMENT ADVISORS, INC. is a renowned financial firm that provides expert investment management and financial planning services to its clients. With years of experience and a team of skilled professionals, the firm has earned a reputation for helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert investment management and financial planning services
- Years of experience and a team of skilled professionals
- Helping clients achieve their financial goals
Facts and Insights
BURNS CAPITAL INVESTMENT ADVISORS, INC. boasts an impressive track record of providing financial solutions to individuals, families, and institutions. With a strong focus on personalized strategies, the firm helps its clients build strong financial foundations for their future. The firm also stays updated with the latest market trends and insights, providing clients with accurate and timely financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $5 billion |
|---|---|
| Number of Advisors | 20 |
| Time in Business | 25 years |
Financial Services Offered
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning
- Risk management
Client Types
- High-net-worth individuals
- Families
- Institutions
Fees & Compensation
BURNS CAPITAL INVESTMENT ADVISORS, INC. follows a fee-based structure, where clients pay a percentage of their assets under management as a fee. This ensures that the firm’s success is aligned with the client’s success. The firm believes in being transparent about its fees and compensation, and strives to provide high-value services at a reasonable cost.
Background
The firm was founded in 1995 by John Burns, a renowned financial expert with over 30 years of experience in the industry. With a passion for helping clients achieve financial success, John built a team of skilled professionals who share the same vision. The firm has grown steadily over the years and has become a trusted partner for its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, BURNS CAPITAL INVESTMENT ADVISORS, INC. is bound by fiduciary duty to act in the best interest of its clients. The firm also has a strict code of ethics and provides full disclosure of any potential conflicts of interest. This ensures that clients can trust the firm to always have their best interests at heart.