Advisor at Amerigo Asset Management Corporation
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Firm
Amerigo Asset Management Corporation
Location
Port Charlotte, FL 33948
Credentials
Series 63, Series 65
Industry experience
38 years
Steven Burks is a financial advisor with Amerigo Asset Management Corporation in Port Charlotte, FL. He holds Series 63 and Series 65 designations and has 38 years of industry experience. Since 2010, he has been associated with Channel Trend Asset Management Corporation. Amerigo Asset Management Corporation is a fee-based investment adviser serving primarily individual clients and pension and retirement plan trustees. The firm employs a model-driven investment approach focused on technical and graphical analysis, using individual equities and ETFs across various allocation strategies.
Based on Amerigo Asset Management Corporation
$1 - $100,000: 2.25% $100,001 - $999,999: 2.00% $0 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.85% $3,000,001 - $5,000,000: 1.25% $0 - $100,000: 1.5% (Managed Income Accounts, minimum $100/year) $100,001 - $1,999,999: 1.0% (Managed Income Accounts) $2,000,000 - $3,999,999: 0.7% (Managed Income Accounts) $4,000,000 - $5,000,000: 0.5% (Managed Income Accounts)
Account minimum: $10,000 normally; $100,000 normally with discretion for smaller accounts Minimum fee: Managed Income Accounts have a minimum fee of $100 per year
4410 Library Street
Port Charlotte, FL 33948
Florida · Texas
Channel Trend Asset Management Corporation
2010 - Present (16 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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CFP®, CPA
Punta Gorda, FL
WorthyNest LLC
As a faith-filled parent, you want to make smart financial decisions that reflect your values, honor your priorities, and provide a secure foundation for your family. At WorthyNest®, I help parents like you bring clarity and confidence to finances so you can focus on what matters most. My love for personal finance started early—I was a middle schooler flipping through Money Magazine for fun. That passion led me to earn an accounting degree from Saint Louis University and spend years working with families at Deloitte Tax and Matter Family Office before founding WorthyNest®. Professionally, I’ve also written Redefining Family Wealth and launched the Beyond Budgets® podcast to help others approach financial stewardship with intention. On a personal level, my husband Bryan and I are raising three boys, which means I deeply understand the balancing act parents face when managing family life and finances. With over 20 years of experience, I specialize in helping parents like you align your finances with values through holistic financial planning and investing. Together, we’ll create a plan to meet today’s challenges while building a brighter future for your family.
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