Burton Grantham is a registered investment advisor at Highpointe Wealth, based in Vista, CA, with 10 years of industry experience. Burton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 60 clients with $24M 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 | 0.85% |
| $500K - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are negotiable. Accounts may be aggregated for fee discounting within the same household.
Fee Estimator
Location
Vista, CA
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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 ActivitiesSells Insurance
Burton is an insurance agent selling insurance products and services since 2015, dedicating minimal time to this activity. He also works as a controller for Omega II, Inc. and provides independent accounting services, each taking minimal time.
Employment History
Current Registrations
Highpointe Wealth
Previous Registrations
Edward Jones
Edward JonesBroker
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.