The de Burlo Group manages investments for organizations and individuals, tailoring its services to each client's needs. They invest in equities, bonds, and cash equivalents, and may occasionally use exchange traded funds or other securities. The firm focuses on understanding clients' objectives, finances, and risk tolerance to construct individual portfolios. They also comply with client-imposed restrictions on certain types of investments.
Assets Under Management$1B
Clients104
Advisors4
Avg. per Client$9.9M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees are negotiable. Non-profit organizations and municipal retirement systems have negotiable fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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