Burnett Adams Global Capital manages tailored investment portfolios and offers comprehensive financial planning services. Burnett Adams Global Capital works closely with clients to understand their financial goals, family situation, and background to build personalized investment plans and asset allocations. For investment management, Burnett Adams Global Capital creates custom portfolios and may utilize third-party managers and model portfolios. Financial planning services cover a wide range of topics, including business consulting, cash and debt management, college savings, employee benefits, estate planning, financial goal setting, insurance analysis, retirement planning, risk management, and tax planning strategies. Clients can choose from ongoing financial planning engagements, project-based planning, or hourly consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are prorated and paid quarterly in arrears. Fees may be negotiable.