Todd Burton
Todd Burton is a ChFC-designated registered investment advisor at Masonboro Advisors, based in Wilmington, NC, with 2 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 206 clients with $160M 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 $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M+ | 1.25% |
Fees may be negotiated based on the nature of services, complexity of the client’s situation, pre-existing relationships, or other special circumstances.
Fee Estimator
Location
5815 Oleander Drive, Suite 260, Wilmington, NC, 28403
Get directionsHistory
Regulatory History (1)
Financial
January 2019Other Business ActivitiesSells Insurance
Todd works as an insurance agent for Quotey, LLC, selling insurance and annuity products since March 2024. This takes a few hours per week.
Employment History
Current Registrations
Masonboro Advisors
Previous Registrations
Pacific Wealth Management
State Registrations2 states
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.