John Drerup is a registered investment advisor at The Burney Company, based in Union City, TN, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,932 clients with $3.1B 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 | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees are negotiable. Certain clients have custom billing arrangements. If your account is invested in the Burney US Factor Rotation ETF (BRNY), the ETF's 0.79% expense ratio will be offset against your management fee. You may pay an additional advice fee if your Burney management fee is higher than the ETF fee.
Fee Estimator
Location
P.O. Box 1121, Union City, TN, 38281
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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
John is a Manager at Maverick Investments, LLC, providing centralized management and oversight of company investments since 2012. This work involves a few hours per week, including minimal time during securities trading hours, and includes managing investments, coordinating meetings, and preparing taxes.
Employment History
Current Registrations
The Burney Company
State Registrations2 states
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