Burling Wealth Partners offers investment management and financial planning services. Investment management includes asset allocation, portfolio management, and external manager selection. Financial planning covers retirement, estate, education, tax, charitable giving, savings, budgeting, and cash flow. Burling Wealth Partners serves as a fiduciary, acting in clients' best interests. Investment advice is customized to each client's objectives and financial needs.
Assets Under Management$770M
Clients196
Advisors6
Avg. per Client$3.9M
Avg. per Advisor$130M
Fee Structure
Minimum Annual Fee:$10,000
Burling Wealth Partners charges a percentage of your portfolio each year, paid quarterly. The specific rate is agreed upon with each client, up to a maximum of 1.25% of the value of your portfolio. Fees may be negotiable depending on the size and nature of the relationship.
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