Burnham & Company offers investment management services, including creating and maintaining investment policy statements to align with your goals, risk tolerance, and income needs. They consider your financial circumstances and can coordinate with your tax preparer. Burnham & Company manages accounts on a discretionary basis, buying and selling securities for your benefit and risk.
Assets Under Management$120M
Clients158
Advisors2
Avg. per Client$750K
Avg. per Advisor$59M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Investment management fees are negotiable and may be aggregated for family or related persons.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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