Constantine Burlos
Constantine Burlos is a registered investment advisor at Onesource Wealth Advisors, based in Vero Beach, FL, with 23 years of industry experience. Constantine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 12 clients with $3.3M 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 $250K | 2.00% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.60% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.20% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
601 21st Street, Suite 300, Vero Beach, FL, 32960
Get directionsHistory
Regulatory History (2)
Criminal
June 1987Criminal
October 1981Other Business ActivitiesSells Insurance
Constantine is a sole proprietor working as an insurance agent. He also owns real estate through Burlos Marketing LLC and spends a few hours per week on Accelerated Cost Recovery Service (ACRS), a tax planning strategy for businesses.
Employment History
Current Registrations
Onesource Wealth Advisors
Previous Registrations
Corecap Advisors
Corecap Investments, LLCBroker
Virtue Capital Management, LLC
Redhawk Wealth Advisors, INC.
Client One Securities LLCBroker
Centaurus Financial, INC.Broker
Intersecurities, INC.Broker
Pointe Capital, LLCBroker
Southeast Investments N.a., INC.Broker
Centaurus Financial, INC.Broker
State Registrations2 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.