Frank Burnette is a registered investment advisor at Morrison Fiduciary Advisors, INC., based in Pittsburgh, PA, with 9 years of industry experience. Frank 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 12 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morrison Fiduciary Advisors' fees are based on a percentage of the assets they manage or advise on. These fees range from 0.25% to 1.00% annually. The exact fee depends on the value of your assets, the complexity of your portfolio, the number of investment managers involved, the types of investments used, the number of meetings, and travel time. Total fees will not exceed 2% of assets under management.
Location
Pittsburgh, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
Morrison Fiduciary Advisors, INC.
Previous Registrations
Rrz Investment Management INC
State Registrations1 state
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.