Carli Smith is a CFP-designated registered investment advisor at Burkholder Wealth Management, based in Austin, TX, with 11 years of industry experience. Carli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 239 clients with $260M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,001. Existing clients are grandfathered in on their current fee schedule.
Fee Estimator
Location
3103 Bee Caves Rd, Suite 201, Austin, TX, 78746
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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
Burkholder Wealth Management
Previous Registrations
Ml&r Wealth Management LLC
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations2 states
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