Robert G Burns, as an investment advisor representative for Associated Services in Insurance (ASI), assists clients with managing their financial resources. He has been advising clients since the early 1980s. He works with clients to determine their risk profile and recommends third-party separately managed accounts (SMAs) based on that profile. Clients make the final investment decisions and can impose restrictions. He does not use investments that involve transaction charges or commissions.
Fee Structure
Fees for investment advice are negotiated and can range from zero to a flat fee or a percentage of the assets managed. Fees, if charged, will be billed quarterly and agreed upon in writing before any service is provided. If a third-party manager is used, that manager will collect fees as described in their service agreement, typically a quarterly deduction from the assets managed. If the client is not happy with the product presented, 100% of the fee will be refunded.