John Burnside is a registered investment advisor at Burnside and CO., based in Oregon City, OR, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Burnside and Co. charges a fixed annual fee for investment management services, based on the estimated number of hours required to service the account each month. The annual fee is calculated by multiplying the estimated monthly hours by 12 and then by their hourly rate of $150. This fee is billed quarterly. The specific fee depends on the complexity and needs of the client. Under no circumstances will the annual fixed fees charged to the client’s investment management account exceed 2.00% of the market value of the client’s assets under management.
Location
1300 John Adams Street #103, #103, Oregon City, OR, 97045
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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.
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John volunteers on the Investment Committee for the Archdiocese of Portland, assisting with asset allocation and investment manager selections, dedicating minimal time. He also serves as a parent representative on the Scouters Mountain Elementary Site Council, spending minimal time.
Employment History
Current Registrations
Burnside and CO.
State Registrations1 state
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