Adam Newman is a CFP-designated registered investment advisor at The Burney Company, based in Brentwood, TN, with 14 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,932 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees are negotiable. Certain clients have custom billing arrangements. If your account is invested in the Burney US Factor Rotation ETF (BRNY), the ETF's 0.79% expense ratio will be offset against your management fee. You may pay an additional advice fee if your Burney management fee is higher than the ETF fee.
Fee Estimator
Location
Brentwood, TN
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Regulatory 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.
Learn about disclosures →Employment History
Current Registrations
The Burney Company
Previous Registrations
Bragg Financial Advisors INC
The Burney Company
Sfg Investment Advisors, INC.
Cambridge Investment Research Advisors, INC.
Rockwood Wealth Management, LLC
State Registrations1 state
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