Assets Under Management
$166.7M
Number of Clients
22
Number of Advisors
4
Average Client AUM
$7.6M
AUM per Advisor
$41.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Burgess Chambers & Associates, Inc. provides investment consulting services, including recommending portfolio managers and discretionary portfolio management. They focus on directing risk-controlled investment programs for operating funds, pension assets, endowments, foundations, and individuals. They develop investment policy statements and monitor portfolios quarterly.
315 E. Robinson Street, Suite 690, Orlando, FL, 32801