Brian Burkhart is a registered investment advisor at Wealth Effects, based in Boston, MA, with 11 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 602 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Effects charges a fee based on the value of your portfolio, up to 1.50% annually. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with Wealth Effects. Fees are paid monthly, in advance. The firm may also recommend insurance products, from which they earn commissions.
Location
265 Franklin Street, Suite 1702, Boston, MA, 02110
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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 →Employment History
Current Registrations
Wealth Effects
Previous Registrations
Avenir Private Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Managed Account Advisors LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.