Mervin Burton is a CFA-designated registered investment advisor at Beatrice Advisors LP, based in New York, NY, with 1 years of industry experience. Mervin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 5 clients with $65M 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 $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees are negotiable for accounts over $50,000,000. Clients with an inception date on or before December 31, 2025, have grandfathered fee schedules lower than the standard fee schedule.
Fee Estimator
Location
52 Vanderbilt Ave, Suite 1405, New York, NY, 10017
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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 →Other Business Activities
Mervin has been on an advisory board for a single-family office in Texas since 2015, dedicating minimal time to this paid position. The single-family office is not a client.
Employment History
Current Registrations
Beatrice Advisors LP
State Registrations1 state
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