Donald Burton
Donald Burton is a CFP-designated registered investment advisor at Burton Wealth Management, based in Scottsdale, AZ, with 36 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 92 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Burton Wealth Management's fees for managing your investments are based on the value of your portfolio and range from 0.50% to 2.50% annually. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Burton Wealth Management. Fees are charged quarterly, in advance. Burton Wealth Management may use independent managers, but the total fee will not exceed 2.50% annually.
Location
14358 N Frank Lloyd Wright Blvd., Suite 8, Scottsdale, AZ, 85260
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald sells health, life, long-term care, and annuity insurance products, dedicating minimal time to this activity. He also works as a registered representative with LPL Financial LLC DBA Burton Wealth Management, spending about a quarter of his time, and dedicates significantly more than full-time hours as a registered investment advisor with Burton Wealth Management.
Employment History
Current Registrations
Burton Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
Wedbush Morgan Securities INC.Broker
State Registrations17 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.