Douglas Burns is a CFA, CFP-designated registered investment advisor at Bpc Advisors LLC, based in East Syracuse, NY, with 5 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 126 clients with $160M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable. Assets under $500,000 can have a maximum 1% fee.
Fee Estimator
Location
6390 Fly Road, 2nd Floor, East Syracuse, NY, 13057
Get directionsHistory
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 →Employment History
Current Registrations
Bpc Advisors LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
- Geoffrey Wells, CFPBpc Advisors LLC
- Jeffrey Chapman, ChFCJ. W. Cole Advisors, INC.
- Laurence Schnall, CFPLPL Financial LLC
- James Sinopoli, PFSSinopoli & Sinopoli Financial Services, LLC
- Courtney Arria, CFPLPL Financial LLC
- Kathleen Kaffenberger, ChFCLPL Financial LLC