Burge Financial offers investment advice tailored to clients' needs, including discretionary and non-discretionary portfolio management. They also provide financial planning and consulting services, ranging from broad-based plans to project-based consulting. Burge Financial primarily advises on equity securities, corporate debt securities, mutual funds, and exchange traded funds.
Assets Under Management$15M
Clients67
Advisors1
Avg. per Client$220K
Avg. per Advisor$15M
www.burgefinancial.com ·www.facebook.com/search/top?q=burge%20financial ·www.linkedin.com/in/burgefinancial
Fee Structure
Burge Financial charges a percentage of the assets they manage for investment management services, up to 2.50% annually. This fee is billed quarterly in advance, based on the value of your account on the last day of the previous quarter. The fee is negotiable depending on your circumstances. Family accounts may be combined to potentially reduce the fee.
Loading...