Burris Wealth Management offers customized investment management and financial planning. They manage assets on a discretionary basis, investing in various securities, mutual funds, and other investments. Burris Wealth tailors its advice to individual client needs, considering risk tolerance, time horizon, and other factors. They may also provide financial planning advice on an hourly basis.
Assets Under Management$12M
Clients29
Advisors1
Avg. per Client$400K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$225
Burris Wealth Management charges a quarterly fee based on the value of your investments. The maximum annual fee is 2% (0.50% per quarter) for investments up to $10 million. Fees are negotiable. They may also assess a one-time account funding fee of up to 2%. There is a minimum quarterly advisory fee of $56.25.
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