Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for the Allspring Funds are based on a percentage of the fund's average daily net assets. For managed accounts, fees are negotiated with the program sponsor and generally range from 0.07% to 0.75% of the client's assets. Dual contract accounts have an upper fee range of 0.75%. Managed account clients also pay underlying investment fees and other account-related costs. Minimum account sizes range from $50,000 to $500,000 depending on the strategy and platform.
Areas of Practice
Advisor Information
Office location
Highlands Ranch, CO
Get directionsRegulatory 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.
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Burton is the Vice Chair of the Cherry Hills Christian School Board, a non-profit organization, since July 2023. He dedicates a few hours per week to this role, which does not conflict with his work at Allspring.