Burkett Financial Services offers personalized investment management, financial planning, and consulting services. When beginning a relationship, Burkett Financial Services works with you to understand your financial history, goals, and risk tolerance to develop a customized investment plan. Portfolios are built primarily using mutual funds, exchange-traded funds, and fixed income investments. Burkett Financial Services can manage your investments either with the authority to make trades without asking first or by contacting you before executing any transactions. In addition to managing investments, Burkett Financial Services provides comprehensive financial planning covering areas such as retirement, estate planning, budgeting, cash flow, insurance, and education funding. Financial planning can be done as a standalone service or combined with ongoing portfolio management. The firm serves individuals, pension and profit-sharing plans, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable at the firm's discretion.