Burns Financial Advisors provides investment advice. The firm's regulatory filing provides information about its qualifications and business practices. Additional information is available on the Securities and Exchange Commission's website.
Assets Under Management$9M
Clients107
Advisors1
Avg. per Client$84K
Avg. per Advisor$9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.90% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...