Rebekah Burton is a CFP-designated registered investment advisor at Roan Capital Partners, based in Johnson City, TN, with 1 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 5 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
Roan Capital Partners' fee for managing your investments is a percentage of the value of your portfolio. The annual fee is negotiable, and you'll pay it in advance each quarter.
The fee schedule is:
- $0 - $2,000,000: 0.60% - 1.20%
- $2,000,001 and Above: 0.60% - 1.00%
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.
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Current Registrations
Roan Capital Partners
State Registrations2 states
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