Burgess Investment Group offers portfolio management services based on individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. They also offer financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. Additionally, they provide a subscription service with investment recommendations.
Assets Under Management$150M
Clients864
Advisors9
Avg. per Client$170K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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