Johnny Burris
Johnny Burris is a registered investment advisor at Burris Wealth Management, INC., based in Surprise, AZ, with 28 years of industry experience. Johnny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 29 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Burris Wealth Management charges a quarterly fee based on the value of your investments. The maximum annual fee is 2% (0.50% per quarter) for investments up to $10 million. Fees are negotiable. They may also assess a one-time account funding fee of up to 2%. There is a minimum quarterly advisory fee of $56.25.
Location
15286 N 144th Ave, Surprise, AZ, 85379
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Regulatory History (5)
Regulatory
September 2016Customer Dispute
May 2013Customer Dispute
April 2013Customer Dispute
April 2013Employment Separation After Allegations
November 2012Employment History
Current Registrations
Burris Wealth Management, INC.
Previous Registrations
Southeast Investments, N.c., INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Burris Financial Services, INC.
Burris Financial Services, INC.
Burris Financial Services, INC.
Investors Capital CORP.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
State Registrations1 state
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.