Webster Burrier is a registered investment advisor at Mkt and Associates LLC, based in Leland, NC, with 6 years of industry experience. Webster operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 146 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee. Portfolio management fees are negotiable depending on various factors.
Fee Estimator
Location
Leland, NC
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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
Webster coaches for Shamrocks Lacrosse, is a managing member of W&L Enterprises LLC (athletic coaching, consulting, and photography), and a partner in Electric Enclave LLC (music events promotion). The Electric Enclave LLC role takes a full-time commitment.
Employment History
Current Registrations
Mkt and Associates LLC
Previous Registrations
Dominion Wealth Management, LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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