CB
CFA
CB
CFA
Charles Burford is a CFA-designated registered investment advisor at Burford Brothers, INC., based in Dallas, TX, with 35 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 223 clients with $360M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
223 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$361.3M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7001 Preston Road, Suite 405, Dallas, TX, 75205
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
November 2019Employment History
Current Registrations
Burford Brothers, INC.
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Hilltop Securities Independent Network INC.
February 1995 - November 2019 · 24 yrs 9 mos
Hilltop Securities Independent Network INC.Broker
February 1995 - November 2019 · 24 yrs 9 mos
Burford, Perry & CO. INC.Broker
February 1994 - March 1995 · 1 yr 1 mo
Burford Brothers, INC.Broker
June 1990 - February 1994 · 3 yrs 8 mos
State Registrations2 states
LATX
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.