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Michael Burns

41 Years of Experience
Plano, TX

Michael Burns is a registered investment advisor at Fisher Investments, based in Plano, TX, with 41 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

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Location

6500 International Parkway, Suite 2050, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Fisher Investments
May 2020 - Present · 6 yrs 2 mos
Previous Registrations
Benchmark Securities LLCBroker
March 2013 - November 2018 · 5 yrs 8 mos
Southwest Securities, INC.
May 2012 - February 2013 · 9 mos
Southwest Securities, INC.Broker
May 2012 - February 2013 · 9 mos
UBS Financial Services INC.
June 2007 - May 2012 · 4 yrs 11 mos
UBS Financial Services INC.Broker
March 2006 - May 2012 · 6 yrs 2 mos
UBS Securities LLCBroker
January 2006 - March 2006 · 2 mos
UBS Financial Services INC.Broker
January 2003 - January 2006 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1999 - November 2002 · 3 yrs 4 mos
Titus & Donnelly LLCBroker
July 1998 - July 1999 · 1 yr
J. F. Hartfield & CO., INC.Broker
January 1991 - June 1998 · 7 yrs 5 mos
R.W. Smith & Associates, INC.Broker
April 1989 - October 1990 · 1 yr 6 mos
J. F. Hartfield & CO., INC.Broker
July 1987 - June 1998 · 10 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1983 - May 1987 · 4 yrs 2 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.