Anamika Madan is a CFP-designated registered investment advisor at J.J. Burns & Company, based in Melville, NY, with 19 years of industry experience. Anamika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 627 clients with $1.3B 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% |
| $2M+ | 1.00% |
Fees are negotiable and billed quarterly in arrears.
Fee Estimator
Location
225 Broadhollow Road, Suite 410, Melville, NY, 11747
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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
J.J. Burns & Company
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Financial Engines Advisors L.L.C.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.
Exams
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