Jimmy Burton is a CFP-designated registered investment advisor at Business Financial Strategies, LTD., based in Boulder, CO, with 27 years of industry experience. Jimmy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management, Retirement Planning. Their firm serves 12 clients with $28M 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 | Included |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.56% |
| $750K - $1.0M | 0.53% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.0M | 0.45% |
| $2.0M - $2.5M | 0.38% |
| $2.5M - $3.0M | 0.34% |
| $3.0M - $3.5M | 0.30% |
| $3.5M - $4.0M | 0.27% |
| $4.0M - $5.0M | 0.24% |
| $5.0M - $7.5M | 0.20% |
| $7.5M - $10.0M | 0.18% |
| $10.0M - $15.0M | 0.16% |
| $15M+ | Included |
Fees are negotiated for portfolios less than $250,000 and greater than $15,000,000.
Fee Estimator
Location
Boulder, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jimmy is an officer, director, and shareholder in GBS Partners, Inc., a small food manufacturing company, since 1989. He serves as the CEO and a director, dedicating about 10-20% of his time to the operation, including 12 hours during security trading hours.
Employment History
Current Registrations
Business Financial Strategies, LTD.
State Registrations1 state
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