Matthew Burril
Matthew Burril is a registered investment advisor at Brick Street Equity Management, LLC, based in Fletcher, NC, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 18 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $4.0M | 1.50% |
| $4M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Certain legacy clients may be billed based on a prior fee schedule. Brick Street Equity Management reserves the right to charge a flat fee which typically ranges between $100 and $25,000. In no event, however, will they charge a flat fee that would exceed the relevant percentage if they were to charge based on the above fee schedule for assets under management.
Fee Estimator
Location
Fletcher, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is the President of Cane Creek Aviation, LLC, a company established to own an aircraft, since 2017. He spends minimal time maintaining the aircraft's registration and insurance.
Employment History
Current Registrations
Brick Street Equity Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Wachovia Securities, LLC
Wachovia Securities, INC.
State Registrations1 state
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