Burnett Adams Global Capital (B.A. Global Capital) manages investment portfolios and offers financial planning services. Investment management is tailored to individual client needs, including the use of third-party managers. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Planning services are offered on an ongoing, project-based, or hourly basis.
Assets Under Management$40K
Clients2
Advisors1
Avg. per Client$20K
Avg. per Advisor$40K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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