The Burney Company is an investment advisory firm offering discretionary portfolio management and financial planning services. The firm specializes in creating and managing U.S.-traded equity portfolios using proprietary fundamental and quantitative techniques developed over decades. Clients can choose between investment management services alone or comprehensive wealth management that includes financial planning, retirement planning, tax planning, and asset allocation. The Burney Company serves individuals, small businesses, trusts, and charitable organizations, operating as a registered investment adviser with a national presence.
Assets Under Management$3.6B
Clients1,926
Advisors37
Avg. per Client$1.9M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Minimum Annual Fee:$2,500
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 and calculated quarterly in arrears. Minimum annual fee is $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
37 Advisors at this firm
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