Steven Burks
Steven Burks is a registered investment advisor at Amerigo Asset Management Corporation, based in Port Charlotte, FL, with 38 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $3.9M 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 $100K | 2.25% |
| $100K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.85% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Additional assets above $5,000,000 are negotiable. Managed Income Accounts and Group Mutual Fund Accounts have different fee schedules. Managed Income Accounts: First $100,000 (Minimum $100.00 per year) - 1.5%, The next $100,001 to $1,999,999 - 1.0%, The next $2,000,000 or portion thereof - 0.7%, The next $2,000,000 or portion thereof - 0.5%, Additional assets above $5,000,000 - Negotiable. Group Mutual Fund: All assets including Mutual Funds (if any) - 1.10%
Fee Estimator
Location
4410 Library Street, Port Charlotte, FL, 33948
Get directionsHistory
Regulatory History (2)
Regulatory
March 2011Regulatory
March 2006Employment History
Current Registrations
Amerigo Asset Management Corporation
Previous Registrations
Cullum & Burks Securities, INC.
Cullum & Burks Securities, INC.Broker
Brokers Transaction Services, INC.Broker
Cullum & Sandow Securities, INC.Broker
H.D. Vest Investment Securities, 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.