Jonathan Burns
Jonathan Burns is a registered investment advisor at Bca Private Wealth, INC., based in Greenville, SC, with 2 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 383 clients with $320M 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 $250K | 1.65% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.92% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.48% |
Fees are negotiable. Total fee includes sub-advisor compensation. There is a $2,000 annual minimum fee which may result in an effective percentage higher than the standard tiers for smaller accounts, capped at 3.00%.
Fee Estimator
Location
15 Halton Green Way, Greenville, SC, 29607
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
Jonathan works as an insurance agent selling various insurance products since 2009. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Bca Private Wealth, INC.
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.
Exams
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