Eric Burkholder
Eric Burkholder is a CFA-designated registered investment advisor at Burkholder Wealth Management, based in Tulsa, OK, with 14 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 268 clients with $380M 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 - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable. For accounts over $20,000,000, the fee is determined by the complexity of planning needs. Existing clients are grandfathered on their current fee schedule.
Fee Estimator
Location
5014 E 101st Street, Suite 200, Tulsa, OK, 74137
Get directionsHistory
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 ActivitiesSells Insurance
Eric has been an independent insurance agent selling life and disability insurance since 2012. This activity is not investment-related.
Employment History
Current Registrations
Burkholder Wealth Management
Previous Registrations
The Legacy Financial Group, INC.
State Registrations2 states
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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