Burkholder Wealth Management offers discretionary portfolio management, financial planning, and retirement plan consulting services. Burkholder Wealth Management tailors its investment strategies to each client's specific needs, risk tolerance, and goals, primarily utilizing mutual funds, exchange-traded funds, and model portfolios. The firm offers complimentary financial planning services as part of its portfolio management relationships and also provides standalone financial planning on an hourly basis. Burkholder Wealth Management works with individuals, high-net-worth individuals, pension plans, and charitable organizations, requiring a minimum investment of $500,000 for standard portfolio management accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable. For accounts over $20,000,000, the fee is determined by the complexity of planning needs. Existing clients are grandfathered on their current fee schedule.