Burnside and Co. is an Oregon-registered investment advisor located in Oregon City, Oregon, in business since 2004. The firm offers personalized investment management, ongoing financial planning, and pension consulting services. Burnside and Co. builds customized portfolios primarily using index exchange-traded funds and mutual funds, based on each client's specific risk tolerance and financial goals. The firm operates as a registered investment advisor legally required to act in your best interest, and emphasizes a long-term approach to asset allocation.
Fee Structure
Burnside and Co. charges an annual fixed fee for investment management based on the estimated monthly hours required to service your account, calculated using an hourly rate of $150. Fees are paid quarterly in arrears. Under no circumstances will the annual fixed fee exceed 2.00% of the market value of your portfolio. New clients also receive an initial 30-day trial period with no advisory fees.