Burnett Lane Advisors offers investment management and financial planning services. For investment management, clients can choose between an asset-based fee or a base fee plus a performance fee. Burnett Lane Advisors also provides investment advice for assets not directly managed by them, such as 401(k)s. Financial planning services are included with portfolio management and cover retirement, education, estate, and tax considerations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Clients may also choose a base fee of 0.50% of assets annually, plus 20% of net gains above a 10% hurdle rate. At the Adviser’s discretion, fees may be reduced or waived for friends & family / principal accounts. Withdrawals before completing five (5) years incur a declining charge on the amount withdrawn: Year 1: 2.5% · Year 2: 2.0% · Year 3: 1.5% · Year 4: 1.0% · Year 5: 0.5% · Year 6+: 0%.