Donald Burkett
Donald Burkett is a PFS-designated registered investment advisor at Burkett Financial Services, LLC, based in West Columbia, SC, with 10 years of industry experience. Donald 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 476 clients with $570M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Minimum portfolio value of $500,000. Fees may be negotiable.
Fee Estimator
Location
3101 Sunset Boulevard, West Columbia, SC, 29169
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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
Donald is a member of numerous real estate rental companies and a sports park, spending minimal time on each. He also created Charley Ember, LLC to make investments for his grandchildren, dedicating minimal time to this activity as well.
Employment History
Current Registrations
Burkett Financial Services, LLC
State Registrations1 state
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