Theodore Burkhart is a registered investment advisor at Cary Street Partners, based in San Antonio, TX, with 53 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
13750 San Pedro Ave, Ste. 940, San Antonio, TX, 78232
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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 Activities
Theodore is a limited partner in Four Creme LTD, operating a daycare center, and Thirstbusters LLC, a restaurant/casino, but dedicates no time to either. He also works as a sole proprietor consulting with churches on capital campaigns, spending a few hours per week on this activity.
Employment History
Current Registrations
Cary Street PartnersBroker
Cary Street Partners
Previous Registrations
Riverstone Wealth Management, INC.Broker
Riverstone Wealth Management
UBS Financial Services INC.
UBS Financial Services INC.Broker
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Prudential-Bache Securities INC.Broker
Shearson/american Express INC.Broker
Loeb PartnersBroker
Loeb Rhoades & CO. INC.Broker
Loeb, Rhoades & CO. INC.Broker
Dominick & Dominick, IncorporatedBroker
State Registrations4 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.