Abby Davis is a registered investment advisor at Burling Wealth Partners, based in Chicago, IL, with 10 years of industry experience. Abby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 196 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Burling Wealth Partners charges a percentage of your portfolio each year, paid quarterly. The specific rate is agreed upon with each client, up to a maximum of 1.25% of the value of your portfolio. Fees may be negotiable depending on the size and nature of the relationship.
Location
One South Wacker Drive, Suite 2150, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Burling Wealth Partners
Previous Registrations
Cibc Private Wealth Advisors, INC.
Geneva Advisors, LLC
State Registrations1 state
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