Charles Burns
Charles Burns is a registered investment advisor at Bay Hill Capital Management USA, LLC, based in Santa Rosa Beach, FL, with 29 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 87 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Clients with assets below the minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management.
Fee Estimator
Location
Santa Rosa Beach, FL
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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 →Employment History
Current Registrations
Bay Hill Capital Management USA, LLC
Previous Registrations
Triad Advisors, INC.Broker
Berkeley Capital Partners, LLC
Morgan Stanley
Morgan StanleyBroker
Suntrust Robinson Humphrey, INC.Broker
TD Waterhouse Investor Services, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations3 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.