Burton Street
Burton Street is a registered investment advisor at Trust Investment Advisors Wealth Management, LLC, based in Indianapolis, IN, with 32 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 20 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Additional fees apply for options strategies. 3rd Party Accounts (including covered call options): 0.50%. Options – Equity - AUM: First $500,000: 0.50%, Next $500,000 and above: 0.25%. 3rd Party Accounts: 0.15%
Fee Estimator
Location
301 Pennsylvania Parkway, Suite 301, Indianapolis, IN, 46280
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Employment History
Current Registrations
Trust Investment Advisors Wealth Management, LLC
Trust Investment Advisors
Previous Registrations
Trust Investment Advisors
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers 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.