Burr & Company, LLC offers investment management and financial planning services. For investment management, they create a personalized investment policy based on your goals, risk tolerance, and time horizon. They review portfolios quarterly and rebalance as needed. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. They also provide general non-securities advice on tax, budgetary, estate, and business planning.
Assets Under Management$53M
Clients35
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.63% |
| $5M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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