Burl Investment Management provides investment management on a discretionary basis through separately managed accounts. They also offer financial planning to investment management clients at no additional fee, covering retirement, estate planning, cash flow, budgeting, debt management, college funding, and charitable giving. Burl Investment Management requires a minimum relationship size of $100,000.
Assets Under Management$27M
Clients21
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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