Burgos & Brein Wealth Management is a financial planning firm that refers clients to third-party money managers. They advise on cash flow, retirement planning, and estate planning. Other professionals like lawyers and accountants are engaged directly by the client. The firm receives referral fees from the third-party money managers. Investment strategies are tailored to each client's goals, and clients can impose restrictions on investments.
Fee Structure
Burgos & Brein Wealth Management does not directly manage client assets. Instead, they refer clients to third-party money managers such as Gradient Investments, Hanlon Investment Management, and Flexible Plan Investments. The fees for these managers vary depending on the portfolio and assets under management. Burgos & Brein receives a portion of these fees as a referral fee.