Burkholder Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, pension plans, and charitable organizations. Burkholder offers portfolio management services, including an automated investment program through Schwab, along with financial planning and retirement plan consulting. Investment advice is tailored to each client's needs and objectives.
Assets Under Management$260M
Clients239
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,001. Existing clients are grandfathered in on their current fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...