Burgess Chambers & Associates (BCA) offers investment consulting services, including recommending portfolio managers and discretionary portfolio management. BCA works with individuals, pension plans, trusts, estates, and other entities. BCA identifies client objectives, determines appropriate asset classes, and develops an optimal asset allocation. Client portfolios are monitored and evaluated quarterly.
Assets Under Management$170M
Clients22
Advisors4
Avg. per Client$7.6M
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Burgess Chambers & Associates offers discretionary portfolio management services. If you authorize BCA to manage your account, they can buy and sell securities without asking you each time. The fees for this service are negotiated with each client and paid monthly, based on the value of your investments.
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