Robert Burns
Robert Burns is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Grosse Pointe Park, MI, with 43 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Grosse Pointe Park, MI
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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
Robert is an independent insurance agent for various companies, dedicating about half of his time to this activity. He is also an advisory representative of an RIA and an IAR under Burns Financial Services, spending a significant amount of time on these investment-related roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Next Financial Group, INC.Broker
Intersecurities, INC.Broker
Iac Securities, INC.Broker
Lasalle St Securities, L.L.C.Broker
Vestax Securities CorporationBroker
Mcdonald & Company Securities, INC.Broker
Independence One Brokerage Services, INC.Broker
Sma Equities, INC.Broker
Mutual Service CorporationBroker
First of Michigan CorporationBroker
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.