Kinsey Burrus is a registered investment advisor at Perennial Wealth Advisors, LLC, based in Canadian, TX, with 7 years of industry experience. Kinsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 172 clients with $81M 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 $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees may be negotiable for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
123 N 3rd St., Canadian, TX, 79014
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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
Kinsey is co-owner of several entities: Grama Resources LLC (a holding company for inherited real estate), Canadian River MHP LLC (a mobile home park), Canadian River Realty (single family home rental properties), and Dillon and Kinsey Burrus (a cattle grazing operation). Kinsey spends minimal time on these activities, except for bookkeeping for the cattle grazing operation, which takes a few hours per week.
Employment History
Current Registrations
Perennial Wealth Advisors, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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