Andrew Burdick is a registered investment advisor at Burdick Wealth Management, LLC, based in Kula, HI, with 18 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Burdick Wealth Management charges a percentage of the value of your portfolio each year. The advisory service fee is negotiated and is generally between 1% and 2%. The fee is calculated based on the market value of your account each quarter and is paid after the quarter ends.
Location
Kula, HI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Burdick Wealth Management, LLC
State Registrations3 states
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