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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
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, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations29 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.
Exams
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