Brandt Burns
Brandt Burns is a registered investment advisor at Mountain Capital Investment Advisors INC, based in Westminster, CO, with 20 years of industry experience. Brandt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,113 clients with $740M 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 $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fees above $1,500,000 are negotiable.
Fee Estimator
Location
12235 Pecos St, Suite 100, Westminster, CO, 80234
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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 Activities
Brandt serves on the Board of Directors of FAPAInvest LLC, representing the commercial interests of Frontier Airlines pilots. The board's responsibility is to monitor the financial performance of Frontier Airlines and the value of the Phantom Equity, with no compensation received for this role.
Employment History
Current Registrations
Mountain Capital Investment Advisors INC
Previous Registrations
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Morgan Stanley & CO., Incorporated
Morgan Stanley
State Registrations1 state
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