Anne Burton is a registered investment advisor at Burton Wealth Management, based in Scottsdale, AZ, with 19 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 92 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Burton Wealth Management's fees for managing your investments are based on the value of your portfolio and range from 0.50% to 2.50% annually. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Burton Wealth Management. Fees are charged quarterly, in advance. Burton Wealth Management may use independent managers, but the total fee will not exceed 2.50% annually.
Location
14358 N Frank Lloyd Wright Blvd., Suite 8, Scottsdale, AZ, 85260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anne is involved with Donald E. Burton LLC for tax/investment purposes, dedicating about half of her time. She also provides administrative support to Burton Wealth Management, an independent investment advisor firm, spending about half her time on this activity as well.
Employment History
Current Registrations
Burton Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations2 states
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