Burton Banks
Burton Banks is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Atlanta, GA, with 28 years of industry experience. Burton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
825 Juniper St Ne, Atlanta, GA, 30308-1311
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2008Other Business Activities
Burton owns commercial real estate and is involved in several LLCs, including Juniper Sixth LLC, The 825 Group, LLC, and Fusion Operations, LLC. He spends a few hours per week on real estate and the LLCs, and about a third of his time managing his Ameriprise business through JodyBeau, LLC.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations29 states
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