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Michael Burns

2 Years of Experience
Austin, TX

Michael Burns is a registered investment advisor at Ta Associates, based in Austin, TX, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $61B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
28 clients
Average Client Portfolio
$2.2B average
Assets Under Management
$60.7B

Fee Structure

Investment management only (planning not offered)

TA Associates Management does not directly manage investments for individual investors. It provides investment advice to pooled investment vehicles (the Funds). Therefore, there are no investment management fees applicable to individual clients.

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Location

515 Congress Ave, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael holds board member, officer, and director roles in various portfolio companies and affiliated entities managed by TA Associates Management, L.P. These roles span across investment and non-investment related businesses, each requiring a few hours per week.

Employment History
Current Registrations
Ta Associates
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Ta Associates
April 2023 - December 2023 · 8 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.