Burkett Financial Services offers financial planning, investment portfolio management, and general consulting. They work with clients to understand their financial situation, goals, and risk tolerance to develop a financial outline and investment plan. They manage investment portfolios on a discretionary or non-discretionary basis, primarily using mutual funds, exchange traded funds, and fixed income investments. Burkett Financial Services also provides retirement plan advisory services.
Assets Under Management$570M
Clients476
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Minimum portfolio value of $500,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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