Donald Burnaford
Donald Burnaford is a registered investment advisor at Mpi Wealth Management LLC, based in Harvey Cedars, NJ, with 53 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 153 clients with $230M 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 | 1.00% |
MPI Wealth Management charges an annual fee of up to 1.0% of assets under management. Fees are individually negotiated with each client.
Fee Estimator
Location
Harvey Cedars, NJ
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Donald is an independent insurance agent selling fixed annuities, life, accident, and health insurance, dedicating minimal time. He also works full-time at Copper Beech Financial Group, LLC, focusing on estate planning and insurance, which is not securities related.
Employment History
Current Registrations
Mpi Wealth Management LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Copper Beech Financial Group, LLC
Family Office Partners, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,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.
Exams
More Advisors
- Scott Tonnesen, CFPMorgan Stanley