Daniel Burns
Daniel Burns is a registered investment advisor at Bma Advisors, LLC, based in Newberg, OR, with 40 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 111 clients with $24M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
Newberg, OR
Get directionsHistory
Regulatory History (1)
Regulatory
December 2019Other Business ActivitiesSells Insurance
Daniel's outside business activity includes life and health insurance sales and Burns Capital Advisors, where he is President. He is transitioning Burns Capital Advisors for larger support staff and investment management.
Employment History
Current Registrations
Bma Advisors, LLC
Previous Registrations
Burns Capital Investment Advisors, INC.
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
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.