Keaton Burke
Keaton Burke is a registered investment advisor at Eversource Wealth Advisors, LLC, based in McKinney, TX, with 5 years of industry experience. Keaton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
7300 State Highway 121, Ste. 333, McKinney, TX, 75070
Get directionsHistory
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 ActivitiesSells Insurance
Keaton owns Burke Real Estate Holdings, LLC and BREAM LLC, dedicating minimal time to these rental real estate businesses. Keaton is also an insurance agent for various carriers, spending about 10% of their time on this activity.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Oliver Lagore Vanvalin Investment Group, INC.
Cfg Advisors LLC
Independent Financial Partners
State Registrations1 state
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.