Charles Burns
Charles Burns is a registered investment advisor at Ashton Thomas Private Wealth, based in Marietta, GA, with 20 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 3,229 clients with $6B 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 | 2.99% |
Annual advisory fees are negotiable and depend on objective and subjective factors such as asset size, account composition, and scope of services, not to exceed 2.99%.
Fee Estimator
Location
Marietta, GA
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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 →Other Business ActivitiesSells Insurance
Charles manages insurance agents selling fixed life, health, and long-term care insurance products at Insight Benefit Counselors, a full-time commitment. He is also the president of CRB Financial Inc., a compensation tax entity, dedicating minimal time.
Employment History
Current Registrations
Ashton Thomas Private Wealth
Previous Registrations
Pinnacle Peak Private Client Group, LLC
Bcg Securities, INC.
Bcg Securities, INC.Broker
P.J. Robb Variable CorporationBroker
Underwriters Equity CorporationBroker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 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.
Exams
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