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Steven Burks

Amerigo Asset Management Corporation
38 Years of Experience
Port Charlotte, FL
2 Disclosures
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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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 10 clients with $3.9M in assets under management.

Amerigo Asset Management Corporation
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
10 clients
Average Client Portfolio
$389K average
Assets Under Management
$3.9M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $1.0M2.00%
$1.0M - $3.0M1.85%
$3.0M - $5.0M1.25%
$5M+1.25%

Rates shown reflect Managed Growth accounts. Managed Income accounts are also offered with a separate tiered schedule ranging from 1.5% down to 0.5%. Fees are negotiable for accounts over $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4410 Library Street, Port Charlotte, FL, 33948

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2011
Final
Regulatory
March 2006
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Amerigo Asset Management Corporation
July 2011 - Present · 15 yrs 3 mos
Previous Registrations
Cullum & Burks Securities, INC.
August 2002 - May 2010 · 7 yrs 9 mos
Cullum & Burks Securities, INC.Broker
June 1999 - May 2010 · 10 yrs 11 mos
Brokers Transaction Services, INC.Broker
July 1997 - December 1998 · 1 yr 5 mos
Cullum & Sandow Securities, INC.Broker
February 1988 - August 1997 · 9 yrs 6 mos
H.D. Vest Investment Securities, INC.Broker
February 1986 - January 1988 · 1 yr 11 mos
State Registrations2 states
FLTX
Advisor

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Exams
No exam information available for this advisor.
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