Burns Lowry is a registered investment advisor at Easterly Investment Partners LLC, based in Beverly, MA, with 30 years of industry experience. Burns operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 274 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Easterly's investment management fees are based on a percentage of the assets they manage. The specific fees are negotiated with each client and can be found in their investment management agreement. Fees may be paid monthly, quarterly, or annually, either directly by the client or through arrangements with custodians or financial advisors. The fee schedule is located in Appendix A.
Location
138 Conant Street, Suite 100, Beverly, MA, 01915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Burns is a Senior Vice President (Sales and Investor Relations) at Easterly Investment Partners LLC, a registered investment advisor. This takes about half of Burns's time and occurs during securities trading hours.
Employment History
Current Registrations
Easterly Investment Partners LLC
Easterly Securities LLC
Easterly Securities LLCBroker
Previous Registrations
John Hancock Investment Management, LLC
Manulife Asset Management (US) LLC
John Hancock Investment Management Distributors LLCBroker
Blackrock Investments, LLCBroker
Blackrock Fund Advisors
UBS Financial Services INC.
UBS Financial Services INC.Broker
Columbia Management Distributors, INC.Broker
Columbia Management Advisors, LLC
Bacap Distributors, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mutual Service CorporationBroker
First Union Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 states
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