Burdick Wealth Management provides investment advice and manages portfolios for individuals, business entities, trusts, and retirement accounts. Burdick focuses on stocks, bonds, exchange traded funds, and mutual funds. Burdick may use covered stock options, and buy puts and calls on individual stocks and certain indices for risk appropriate clients. Burdick does not have a minimum account size.
Assets Under Management$34M
Clients21
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Burdick Wealth Management charges a percentage of the value of your portfolio each year. The advisory service fee is negotiated and is generally between 1% and 2%. The fee is calculated based on the market value of your account each quarter and is paid after the quarter ends.
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