Kenny Mezher is a CFA-designated registered investment advisor at The Burney Company, based in Reston, VA, with 3 years of industry experience. Kenny 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 1,932 clients with $3.1B 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% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Fees are negotiable. Certain clients have custom billing arrangements. If your account is invested in the Burney US Factor Rotation ETF (BRNY), the ETF's 0.79% expense ratio will be offset against your management fee. You may pay an additional advice fee if your Burney management fee is higher than the ETF fee.
Fee Estimator
Location
1800 Alexander Bell Drive, Suite 510, Reston, VA, 20191
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Regulatory History (2)
Regulatory
July 2018Customer Dispute
February 2018Employment History
Current Registrations
The Burney Company
Previous Registrations
The Burney Company
Growth Capital Services, INC.Broker
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.