Burr Financial Services offers investment advice and financial planning to individuals, high-net-worth individuals, trusts, and estates. Burr Financial Services provides financial planning services covering investment, retirement, trust & estate, tax, education, cash flow, debt, insurance, and charitable giving. Burr Financial Services also offers asset management services, creating tailored portfolios of stocks, bonds, ETFs, and mutual funds. As a fiduciary, Burr Financial Services is legally required to act in the client’s best interest.
Assets Under Management$140M
Clients159
Advisors3
Avg. per Client$870K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Family and friends may be offered a discounted rate.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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