Atul Varma is a CFA-designated registered investment advisor at Burnett Lane Advisors, LLC, based in Bryn Mawr, PA. Atul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Clients may also choose a base fee of 0.50% of assets annually, plus 20% of net gains above a 10% hurdle rate. At the Adviser’s discretion, fees may be reduced or waived for friends & family / principal accounts. Withdrawals before completing five (5) years incur a declining charge on the amount withdrawn: Year 1: 2.5% · Year 2: 2.0% · Year 3: 1.5% · Year 4: 1.0% · Year 5: 0.5% · Year 6+: 0%.
Fee Estimator
Location
Bryn Mawr, PA
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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
Burnett Lane Advisors, LLC
State Registrations1 state
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