WB
CFP
WB
CFP
Walter Burns
40 Years of Experience
Hobe Sound, FL
1 Disclosure
Walter Burns is a CFP-designated registered investment advisor at Family Steward Wealth Consulting®, based in Hobe Sound, FL, with 40 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 64 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
64 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$105.1M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Minimum fee is $15,000/year ($3,750/quarterly). Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hobe Sound, FL
Get directionsHistory
Regulatory History (1)
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Regulatory
October 1997Final
Employment History
Current Registrations
Family Steward Wealth Consulting®
April 1995 - Present · 31 yrs 1 mo
Previous Registrations
Jefferson Pilot Securities CorporationBroker
September 1985 - September 2005 · 20 yrs
State Registrations2 states
FLTX
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.