How does the advisor help clients – Key Takeaways:
Burton Wealth Management provides expert financial services to clients, helping them achieve their financial goals and secure their financial future. With a team of experienced advisors and a wide range of financial services, Burton Wealth Management is poised to help clients at every stage of their financial journey. The following key takeaways highlight the areas in which Burton Wealth Management excels in helping their clients.
- Expert financial advice from knowledgeable and experienced advisors
- Comprehensive financial services to meet the diverse needs of clients
- A focus on personalized and individualized solutions for each client
- A commitment to transparency and open communication with clients
Facts and Insights
Burton Wealth Management has been in business for over 20 years, serving a wide range of clients with their financial needs. The company boasts a team of highly experienced and knowledgeable advisors who specialize in a variety of financial areas, making them well-equipped to assist clients in achieving their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 20+ years |
Financial Services Offered
Burton Wealth Management offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include retirement planning, investment management, tax planning, estate planning, and insurance services. Each service is tailored to the individual needs of the client, ensuring that their financial plan is personalized and effective.
Client Types
Burton Wealth Management serves a diverse range of clients, including individuals, families, and small businesses. The company is committed to providing personalized and individualized solutions for each client, regardless of their financial situation or background.
Fees & Compensation
Burton Wealth Management operates on a fee-based structure, meaning that they charge a percentage of the assets they manage for their clients. This fee structure aligns the company’s interests with those of their clients, as they are motivated to help their clients grow their assets and achieve their financial goals.
Background
Burton Wealth Management was founded over 20 years ago by John Burton, a highly experienced and respected financial advisor. His vision for the company was to provide top-tier financial services to clients with a focus on personalized and individualized solutions. Today, the company continues to uphold this vision and has become a trusted name in the financial industry.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, Burton Wealth Management adheres to all regulatory disclosures and guidelines set by the Securities and Exchange Commission (SEC). This includes providing clients with all necessary documentation, such as Form ADV and Form CRS, to ensure transparency and open communication. Additionally, the company maintains a strict code of ethics and does not have any disciplinary actions or client complaints on record.