Allen Burton is a CFP-designated registered investment advisor at Masonboro Advisors, based in Wilmington, NC, with 22 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 206 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 $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.25% |
Fees may be negotiated based on the nature of services, complexity of the client’s situation, pre-existing relationships, or other special circumstances.
Fee Estimator
Location
5815 Oleander Drive, Suite 260, Wilmington, NC, 28403
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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
Allen is the principal of ARB Family Holdings, Inc., a personal services company, and a member/owner of Masonboro Tax Advisors LLC, providing tax and accounting services. He is also a licensed insurance agent and managing member of Quotey, LLC, an online insurance marketplace, dedicating minimal time to each.
Employment History
Current Registrations
Masonboro Advisors
Previous Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bb&t Investment Services, INC.
Bb&t Asset Management, INC.
State Registrations5 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.