J.J. Burns & Company manages investment portfolios and provides financial planning services. They work with individuals, high net-worth individuals, pension plans, trusts, estates, charitable organizations, corporations, and other businesses. Financial planning includes cash flow analysis, net worth evaluation, risk management, investment planning, retirement planning, estate planning, heritage planning, and charitable planning. J.J. Burns & Company tailors its services to each client's specific needs and goals.
Assets Under Management$1.1B
Clients583
Advisors8
Avg. per Client$1.8M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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