John Burt
John Burt is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Cumming, GA, with 34 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Cumming, GA
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Regulatory History (1)
Customer Dispute
February 2017Other Business ActivitiesSells Insurance
John is the president/owner of Grow It Broad River Plantation LLC, a tree farm, since 2016. He is also an owner/independent insurance agent for various independent insurance companies through Burt Capital Management LLC since 1991, dedicating about 10-20% of his time to investment-related activities and a few hours per week to trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Park Avenue Securities LLC
Peachtree Planning Advisors, INC.
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations5 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.