Corbin Caudle is a registered investment advisor at Burford Brothers, INC., based in Dallas, TX, with 1 years of industry experience. Corbin 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 2 more. Their firm serves 223 clients with $360M 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 $2.0M | 0.75% |
| $2.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Location
7001 Preston Road, Suite 405, Dallas, TX, 75205
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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
Corbin performs bookkeeping for LRSC Property LTD, a family-owned commercial office building leasing and management business. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Burford Brothers, INC.
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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