Jeffrey Burton
Jeffrey Burton is a registered investment advisor at Sapere Wealth Management, LLC, based in Charlottesville, VA, with 20 years of industry experience. Jeffrey 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 252 clients with $350M 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% |
Fees may be negotiable based on legacy relationships, the amount of assets managed, related accounts, and pro bono work.
Fee Estimator
Location
675 Peter Jefferson Parkway, Suite 145, Charlottesville, VA, 22911
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Jeffrey may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. These insurance companies are not affiliated with Northwestern Mutual.
Employment History
Current Registrations
Sapere Wealth Management, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
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.