John Funderburk, LLC offers wealth management and investment advisory services, including retirement planning and investment management. The firm builds model investment portfolios using mutual funds, exchange traded funds, stocks, and bonds, tailored to clients' risk tolerance, debt, income, expenses, and financial goals. John Funderburk, LLC can also prepare comprehensive financial plans covering asset protection, tax planning, business succession, education planning, estate planning, charitable gifting, long-term care, retirement, insurance, and risk management.
Fee Structure
John Funderburk, LLC charges an annual fee based on the value of your investments. The fee is negotiable, but will not exceed 2.5% per year. The fee is charged quarterly or monthly, based on the value of your portfolio at the end of each period.