Rebekah Burton is a CFP-designated registered investment advisor at Roan Capital Partners, based in Johnson City, TN, with 2 years of industry experience. Rebekah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 328 clients with $150M 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 $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are negotiable and calculated as a tiered fee based on predefined asset levels. The firm uses the highest percentage rate from each tier's disclosed range as the schedule baseline.
Fee Estimator
Contact
Rebekah Burton
Location
208 Sunset Dr., Suite #504, Johnson City, TN, 37604
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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 →Employment History
Current Registrations
Roan Capital Partners
State Registrations2 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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