Burford Brothers, Inc. is a registered investment advisory firm that offers asset management, financial consulting, and retirement plan consulting services. Asset management includes ongoing supervision of custodial accounts with investment opportunities in stocks, bonds, mutual funds, and ETFs. Financial consulting provides guidance on financial goals, tax planning, asset allocation, and retirement planning. Retirement plan consulting is offered to employer-sponsored retirement plans. Burford Brothers also offers a wrap fee program.
Assets Under Management$360M
Clients223
Advisors6
Avg. per Client$1.6M
Avg. per Advisor$60M
www.linkedin.com/company/burford-brothers-inc ·www.burfordbrothers.com ·www.facebook.com/burfordbrothers
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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