Associated Services in Insurance provides investment assistance to individuals and families, focusing on tailored portfolio recommendations using third-party separately managed accounts through platforms like Envestnet. Robert G. Burns serves as the sole investment advisor representative, bringing decades of experience in the financial industry. The firm emphasizes a conservative approach to align investments with each client's specific risk profile, often incorporating charitable planning desires when requested. Associated Services in Insurance operates independently of broker-dealers and does not take custody of client funds or exercise investment discretion, ensuring that all trades require client approval and are executed through third-party managers and custodians such as Pershing. In addition to investment assistance, the leadership maintains affiliations with insurance services and other business ventures, though advisory clients are under no obligation to utilize those separate services. Please note that Associated Services in Insurance is not currently accepting new clients.
Fee Structure
Associated Services in Insurance negotiates fees on a case-by-case basis, which may range from zero to a flat fee or a percentage of the value of your portfolio. Fees are agreed upon in writing beforehand, billed quarterly, and fully refunded if you are unsatisfied with the presented product. Any fees charged by third-party platform managers are collected directly as described in their separate service agreements.