Jana Morrison is a CFP-designated registered investment advisor at Burkett Financial Services, LLC, based in Rock Hill, SC, with 12 years of industry experience. Jana 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
128 East Main Street, Suite 101, Rock Hill, SC, 29730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Burkett Financial Services, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Burkett Financial Services, LLC
Cetera Advisor Networks LLC
State Registrations1 state
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