Burgeon Capital offers financial planning, consulting, and investment management services. Financial planning covers retirement, education, estate, business succession, insurance risk management, tax, cash flow, budget, asset allocation, and balance sheet development. Investment management involves managing client assets, primarily through mutual funds and ETFs, but may include individual debt and equity securities and private placements. Burgeon Capital tailors its services to individual client needs, considering risk tolerance and time horizon.
Fee Structure
Burgeon Capital charges an annual fee based on a percentage of the value of your investments. The fee varies between 0.30% and 1.50% depending on the amount you invest and the type of investment management services you receive. This fee does not include brokerage commissions or other transaction fees.