Nathaniel Burne
Nathaniel Burne is a CFP-designated registered investment advisor at Burne Financial Concepts, LLC, based in Watertown, CT, with 31 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 144 clients with $110M 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 $250K | 1.50% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
51 Depot Street, Suite 105 B, Watertown, CT, 06795
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Nathaniel is a partner in Burne Realty LLC, an entity holding rental real estate, dedicating minimal time. He also serves as treasurer for the Watertown Volunteer Fire Department, spending minimal time.
Employment History
Current Registrations
Burne Financial Concepts, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations4 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.