Michelle Burns
Michelle Burns is a registered investment advisor at Mountain Capital Investment Advisors INC, based in Westminster, CO, with 7 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,113 clients with $740M 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 $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fees above $1,500,000 are negotiable.
Fee Estimator
Location
12235 Pecos St, Suite 100, Westminster, CO, 80234
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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
Michelle works as a staff accountant for Mountain Capital CPAs since 2017, spending approximately 60 hours per month in this role. A significant portion of this time, about 40 hours, occurs during trading hours.
Employment History
Current Registrations
Mountain Capital Investment Advisors INC
State Registrations2 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.