Burne Financial Concepts offers investment advice and financial planning to individuals, high net worth individuals, charitable organizations, and retirement plans. Burne Financial creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds. Financial planning services cover areas like retirement, education, and savings. Burne Financial acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$110M
Clients144
Advisors1
Avg. per Client$790K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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