H. Burgess
H. Burgess is a registered investment advisor at Capitol Securities Management, INC., based in Tampa, FL, with 29 years of industry experience. H. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.
Location
601 South Harbour Island Blvd, Suite 109, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
H. is a trustee for several family trust accounts, including the Gene R. Burgess Family Limited Partnership, Howie & Gene LLC, Howard E. Burgess Credit Shelter Trust, and the Estate of Gene R. Burgess.
Employment History
Current Registrations
Capitol Securities Management, INC.Broker
Capitol Securities Management, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations9 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.