Mark Burr
Mark Burr is a registered investment advisor at Independent Financial Partners, based in Lockport, NY, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B 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 $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
126 Professional Parkway, Lockport, NY, 14094
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2013Other Business ActivitiesSells Insurance
Mark sells fixed insurance products and serves on the board of Countryside Sand and Gravel, Inc. and Gernatt Asphalt. He also holds positions as Chairman of the Cattaraugus County Legislature, President and co-owner of American Wire Tie, Inc., co-owner of Burwin Holdings LLC, and co-owner of Wire Reloads Inc.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Ifp Securities, LLCBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
AXA Advisors, LLC
AXA Advisors, LLCBroker
MML Investors Services, INC.Broker
State Registrations1 state
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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