The Burney Company offers financial advisory and investment management services to individuals, small businesses, and other organizations. They create customized portfolios of U.S.-traded equity securities, and offer financial planning services through Burney Wealth Management, including retirement, tax, and estate planning. Burney Company advisors are Certified Financial Planners. They also offer tax preparation and planning services through Burney Tax Advisors.
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.