Burgeon Capital provides personalized investment management and financial planning services for individuals, families, and businesses. Burgeon Capital creates customized portfolios primarily using mutual funds, exchange-traded funds, and individual securities, and may also recommend private placements for eligible clients. Comprehensive financial planning services cover retirement planning, education funding, estate planning, business succession, insurance risk management, tax strategies, cash flow analysis, and balance sheet development. Burgeon Capital tailors its services to each client's specific goals and risk tolerance, offering both discretionary and non-discretionary management. For investment management clients, financial planning is generally included as part of the management fee. Burgeon Capital also offers standalone financial planning and consulting on a fixed-fee or hourly basis, as well as ongoing retainer arrangements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges between 0.30% and 1.50% depending on the market value of assets and the type of services rendered. Fees are negotiable.