Kaleb Burns
Kaleb Burns is a registered investment advisor at Independence Square Holdings, LLC, based in King of Prussia, PA, with 14 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,648 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Independence Square Advisors charges a fee based on the value of your investments. The exact percentage depends on the specific agreement you make with them, up to a maximum of 2.50% per year. This fee covers the management of your investment portfolio. The fee is calculated based on the value of your account on the last business day of the prior billing period. Fees are generally negotiable.
Location
150 South Warner Road, Suite 300, King of Prussia, PA, 19406
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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.
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Kaleb operates under the DBA Independence Square Advisors for his LPL business since 2022 and dedicates full-time hours to administrative support for Independence Square Advisors, an independent investment advisor firm. He also works part-time as a Rack Team Manager for Weeusables Consignment Event, spending minimal time on this activity.
Employment History
Current Registrations
Independence Square Holdings, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Isq Capital
LPL Financial LLC
Citizens Securities, INC.Broker
Citizens Investment Services
Santander Securities
Santander Securities LLCBroker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Santander Securities LLCBroker
LPL Financial LLCBroker
Cco Investment Services CORP.Broker
State Registrations46 states
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.