Burch and Daughters, operating as Clinton Burch Financial Planning, offers financial planning and investment advice to individuals. They develop comprehensive financial plans, review financial risks, evaluate financial goals, and provide investment advice. They charge fixed fees for comprehensive plans and hourly rates for limited engagements. They do not manage investments directly, but recommend investments and asset allocations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Burch and Daughters provides investment advice, recommending a proper asset allocation and specific investments. They do not manage the portfolio directly, but advise clients on rebalancing and adjustments. This service is offered on an hourly basis at $150 per hour, or as part of a comprehensive financial plan.
Loading...