Michael Burr is a registered investment advisor at Steady Returns, based in Charlotte, NC, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 336 clients with $160M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
336 clients
Average Client Portfolio
$476K average
Assets Under Management
$159.8M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K+ | 1.00% |
Fees are negotiable and may vary depending on the client's needs, portfolio size, and relationship length.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Charlotte, NC
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2019Final
Employment History
Current Registrations
Steady Returns
May 2013 - Present · 13 yrs
Previous Registrations
American Portfolios Advisors, INC
October 2006 - January 2014 · 7 yrs 3 mos
American Portfolios Financial Services, INC.Broker
April 2006 - October 2013 · 7 yrs 6 mos
State Registrations2 states
FLNC
Advisor
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
No exam information available for this advisor.