Burton Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. Burton Wealth Management provides wealth management services, including investment management and financial planning. Investment management involves creating a customized portfolio of mutual funds and exchange-traded funds based on the client's goals, risk tolerance, and financial situation. Financial planning services cover areas like retirement, taxes, estate, and education savings.
Fee Structure
Burton Wealth Management's fees for managing your investments are based on the value of your portfolio and range from 0.50% to 2.50% annually. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Burton Wealth Management. Fees are charged quarterly, in advance. Burton Wealth Management may use independent managers, but the total fee will not exceed 2.50% annually.