Burkholder & Associates (B&A LLC) provides investment advice and financial planning to individuals, high-net-worth individuals, business owners, pension and profit-sharing plans, and charitable organizations. B&A LLC offers portfolio management tailored to each client's goals and risk tolerance. They also provide pension consulting services and financial planning, including retirement and estate planning. B&A LLC generally invests in mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and other securities.
Fee Structure
Burkholder & Associates manages investment portfolios for a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.35% of the total value. This fee is negotiable. You can cancel the agreement within five business days for a full refund.