Christopher Burr
Christopher Burr is a registered investment advisor at Steady Returns, based in Port St. Lucie, FL, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 336 clients with $160M 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 | 1.25% |
| $250K+ | 1.00% |
Fees are negotiable and may vary depending on the client's needs, portfolio size, and relationship length.
Fee Estimator
Location
Port St. Lucie, FL
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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 ActivitiesSells Insurance
Christopher is an independent insurance agent through American Portfolios Office, dedicating about 10-20% of his time to insurance fact-finding and processing. He is also the COO (10% owner) of Steady Returns LLC, a registered investment advisory firm, dedicating full-time hours to this role.
Employment History
Current Registrations
Steady Returns
Previous Registrations
American Portfolios Advisors, INC
State Registrations1 state
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