Erin Burks is a registered investment advisor at Private Client Services, LLC, based in Chesterfield, MO, with 8 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
14567 N Outer 40 Rd, Ste 225, Chesterfield, MO, 63017
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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.
Learn about disclosures →Other Business Activities
Erin co-owns a rental property since 2008 and works as a notary public. She also works full-time as an employee of MV High Performance and nearly full-time as a registered office assistant at Syntegra Private Wealth Group, providing investment advisory services.
Employment History
Current Registrations
Private Client Services, LLCBroker
Syntegra Private Wealth Group LLC
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Arbor Point Advisors
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
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.