Dennis Bureta
Dennis Bureta is a registered investment advisor at Global View Capital Management LLC, based in Waukesha, WI, with 17 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
N14 W23833 Stone Ridge Dr - Suite 350, Waukesha, WI, 53188
Get directionsHistory
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 ActivitiesSells Insurance
Dennis is a CPA and owner of an income tax preparation and accounting services business, dedicating full-time hours during tax season and about 10-20% of his time during the rest of the year. He also works as an independent contractor for Global View Capital Advisors, marketing advisory and insurance services, and as an insurance agent for Global View Capital Insurance Services, selling life, long-term care, and disability insurance products; these roles each take about a quarter of his time.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
The Strategic Financial Alliance
Investment Advisors International, INC.
State Registrations1 state
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