Dru Burns is a CFP-designated registered investment advisor at Drucker Wealth, based in Mahwah, NJ, with 5 years of industry experience. Dru operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 837 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Drucker Wealth's asset management fees generally do not exceed 1.25% annually. However, there is a $6,000 minimum annual fee, which may result in fees exceeding 1.25% for smaller accounts. Fees are charged quarterly in advance based on the market value of the assets on the last day of the previous quarter.
Location
Mahwah, NJ
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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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Dru coaches an under 16 girls hockey team for Team Colorado Hockey, a youth ice hockey association. This activity requires a few hours per week.
Employment History
Current Registrations
Drucker Wealth
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan StanleyBroker
State Registrations2 states
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