Michael Burr
Advisor at Steady Returns
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Michael Burr is a Series 66 licensed advisor with Steady Returns in Charlotte, NC, where he has worked since 2013. He has 19 years of industry experience. Steady Returns provides discretionary investment supervisory services primarily to individual and high-net-worth clients, tailoring Investment Policy Statements to client goals, tax situations, and risk tolerances. The firm manages diversified portfolios using a combination of fundamental, technical, and cyclical analysis, employing long- and short-term trading, options writing, and a proprietary Healthcare Boom Strategy.
Expertise
Based on Steady Returns
Options & derivatives strategies
Active portfolio management
Concentrated stock management
Fee options
$0 - $250,000: 1.25% $250,000+: 1.00%
Performance fee up to 10% of net gains per quarter, charged quarterly in arrears for clients using the Healthcare Boom Strategy.
Account minimum: $50,000
Location
Port St. Lucie, FL
Most active in
Michael B has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina
Work history
Steady Returns, LLC
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Mindie Molina Investments, LLC
William H
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W.H. Financial Services, Inc.
Craig L
CFP®, Series 63, Series 65
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Twenty-First Century Financial Advisors Inc
Samuel B
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Port Saint Lucie, FL
Southern Magnolia Investment Management LLC
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