Robert Burns
Robert Burns is a registered investment advisor at Burns Financial Advisors, INC., based in Independence, OH, with 41 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 107 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.90% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.50% |
Fee Estimator
Location
5005 Rockside Road Suite 600, Independence, OH, 44131
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2013Regulatory
September 2012Customer Dispute
December 2007Other Business Activities
Robert is the owner and president of Burns Financial Advisors, Inc., an RIA and money management firm, since 1988, dedicating a few hours per week. He also spends about 10-20% of his time on tax preparation from February through April.
Employment History
Current Registrations
Burns Financial Advisors, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Burns Financial Centre, INC.Broker
L.M. Kohn & CompanyBroker
Burns Financial Advisors, INC.
Valmark Securities, INC.Broker
Securities Service Network, INC.Broker
Delta Equity Services CorporationBroker
Chase Global Securities, INCBroker
Commonwealth Equity Services, INC.Broker
Kavanaugh Securities, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Integrated Resources Equity CorporationBroker
Ur Financial, INC.Broker
First Investors CorporationBroker
State Registrations3 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.