Burgess Investment Management and Research provides investment advice to individuals, trusts, corporations, and individual pension plans. They create a portfolio strategy for each client based on their investment goals, financial situation, and risk tolerance. They use research to identify a mix of investments they believe is better than holding just core assets. They primarily use index funds, individual stocks, preferred stocks, bonds, and money market securities. They aim to minimize costs and provide sound, customized portfolios.
Assets Under Management$120M
Clients97
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.90% |
| $250K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.63% |
| $2.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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