Robert Burns
Robert Burns is a ChFC-designated registered investment advisor at Robert G Burns LLC, based in Blue Springs, MO, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving. Their firm serves 1 clients with $170K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment advice are negotiated and can range from zero to a flat fee or a percentage of the assets managed. Fees, if charged, will be billed quarterly and agreed upon in writing before any service is provided. If a third-party manager is used, that manager will collect fees as described in their service agreement, typically a quarterly deduction from the assets managed. If the client is not happy with the product presented, 100% of the fee will be refunded.
Location
Blue Springs, MO
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Regulatory History (1)
Employment Separation After Allegations
April 2010Other Business ActivitiesSells Insurance
Robert owns Associated Services in Insurance Inc. since 1992, where he sells various insurance products, dedicating minimal time to it. He also owns Phoenix Equipment Leasing Inc., Phoenix Brokerage Svcs Inc., and Phoenix Truck Lines Inc.
Employment History
Current Registrations
Robert G Burns LLC
Previous Registrations
Associated Services in Insurance,inc
Financial Telesis, INC.
Fsc Securities Corporation
Advantage Capital Corporation
State Registrations1 state
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.