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Anthony Burton

8 Years of Experience
Praireville, LA
Sells Insurance

Anthony Burton is a registered investment advisor at Regal Investment Advisors LLC, based in Praireville, LA, with 8 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,302 clients with $2.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
8,302 clients
Average Client Portfolio
$347K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees typically range from 0.30% to 1.00% per annum depending on account value and strategy composition. Fees and payment arrangements are negotiable on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

17135 Ronald Rd, Praireville, LA, 70769

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Anthony is an insurance agent selling fixed insurance products, dedicating full-time hours to this activity. He also operates Burton's Tractor Service and owns rental property, spending minimal time on each.

Employment History
Current Registrations
Regal Investment Advisors LLC
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Questar Asset Management, INC.
February 2018 - July 2018 · 5 mos
State Registrations1 state
LA
Advisor

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.

Exams
No exam information available for this advisor.