John Funderburk, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

John Funderburk, LLC is a wealth management and investment advisory firm based in Frederick, Maryland, founded by John R. Funderburk. The firm primarily offers retirement planning and investment management services, designing customized portfolios using mutual funds, exchange-traded funds, stocks, and bonds. John Funderburk, LLC follows an investment approach known as "Structured Investing," which emphasizes broad diversification across multiple asset classes, long-term perspectives, and alignment with client risk tolerance. In addition to individual wealth management, the firm provides retirement plan and fiduciary consulting services to retirement plan sponsors, as well as educational guidance for plan participants. John Funderburk, LLC operates as a registered investment advisor legally required to act in the best interest of its clients.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable up to a maximum annual rate of 2.5%, charged monthly or quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

John Funderburk, LLC - Fees, AUM & Advisors | TrueAdvisor