Caleb Burr is a registered investment advisor at Prosperity Capital Advisors, based in Avon, OH, with 1 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 7,548 clients with $4.4B 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 $500K | 0.50% |
| $500K - $1.0M | 0.40% |
| $1.0M - $2.0M | 0.30% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are negotiable. Total annual fees for retail clients typically range between 0.20% and 2.0% when including advisor fees.
Fee Estimator
Location
36610 Detroit Road, Avon, OH, 44011
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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 →Employment History
Current Registrations
Prosperity Capital Advisors
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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