Cheree Burnette
Cheree Burnette is a ChFC-designated registered investment advisor at Collective Wealth Advisors LLC, based in Lake Charles, LA, with 28 years of industry experience. Cheree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 224 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.50% of assets under management. Fees are negotiable. Third-party sub-advisors or account administrators may charge additional fees ranging from 0.18% to 2.00% depending on the strategy.
Fee Estimator
Location
4833 Ihles Road, Lake Charles, LA, 70605
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2006Customer Dispute
September 2004Other Business Activities
Cheree is associated with Burnette Financial Planning, LLC as an RIA/IAR, dedicating about half their time. She will maintain registration during the transition of clients to Collective Wealth Advisors.
Employment History
Current Registrations
Collective Wealth Advisors LLC
Previous Registrations
Burnette Financial Planning, LLC
Securian Financial Services, INC.
New England Securities Corporation
Sunamerica Securities, INC.
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.
Exams
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