Burnside and Co. offers investment management, ongoing financial planning, and pension consulting services. They customize service packages to fit each client’s specific needs. Investment management includes building a personalized investment policy, asset allocation, and ongoing monitoring. Financial planning is offered as part of an ongoing advisor-client relationship. Pension consulting assists small businesses with retirement plans.
Fee Structure
Burnside and Co. charges a fixed annual fee for investment management services, based on the estimated number of hours required to service the account each month. The annual fee is calculated by multiplying the estimated monthly hours by 12 and then by their hourly rate of $150. This fee is billed quarterly. The specific fee depends on the complexity and needs of the client. Under no circumstances will the annual fixed fees charged to the client’s investment management account exceed 2.00% of the market value of the client’s assets under management.