The Burney Company
Assets Under Management
$3.1B
Number of Clients
1,932
Number of Advisors
30
Avg. Portfolio per Client
$1.6M
Avg. Managed per Advisor
$104.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
The Burney Company provides financial advice and manages investments for individuals, families, and organizations. Burney offers customized financial planning through Burney Wealth Management, covering investment planning, retirement, tax, estate, cash flow, insurance, and philanthropy. Burney specializes in managing portfolios of U.S. equities, using proprietary fundamental and quantitative techniques. Burney acts as a legally required to act in your best interest.
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. Your account may be invested in the Burney US Factor Rotation ETF (BRNY). The fee charged by the ETF will be offset by the management fee. In cases where the management fee is higher than the ETF fee, the delta may be charged to clients as an advice fee. In cases where the ETF fee is equal to or greater than the management fee, no management fee will be charged to the client on ETF assets.
Fee Estimator
Areas of Practice
Location
1800 Alexander Bell Drive, Suite 510, Reston, VA, 20191