William Burnett
William Burnett is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Jupiter, FL, with 31 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
150 S Us Highway 1, Suite 401, Jupiter, FL, 33477
Get directionsHistory
Regulatory History (4)
Financial
April 2017Financial
December 2016Financial
March 2016Customer Dispute
September 2003Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Mbsc Securities CorporationBroker
Vision Investment Services, INC.Broker
Northern Trust Securities, INC.Broker
Rehmann Financial
Royal Alliance Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, 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.