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How does the advisor help clients – Key Takeaways:
The BURGESS INVESTMENT GROUP, LLC is a financial advisory firm that helps clients make informed decisions about their money and investments. They provide personalized financial planning and investment management services to individuals, families, and businesses. Their team of experienced advisors helps clients navigate the complexities of the financial world and achieve their long-term financial goals.
- One of the main ways the BURGESS INVESTMENT GROUP, LLC helps clients is by providing customized financial planning services that take into account their unique financial situation, goals, and risk tolerance.
- The firm also offers investment management services that include portfolio construction, asset allocation, and ongoing monitoring and rebalancing.
- In addition to financial planning and investment management, the BURGESS INVESTMENT GROUP, LLC also offers retirement planning, tax planning, and estate planning services to help clients achieve financial security in their golden years.
Facts and Insights
The BURGESS INVESTMENT GROUP, LLC was founded in 2010 by John Burgess, a highly qualified and experienced financial advisor with over 25 years of industry experience. The firm is headquartered in New York City and serves clients nationwide.
As of 2021, the firm manages over $500 million in assets for its clients and has a team of 12 advisors. With a focus on personalized and unbiased financial advice, the BURGESS INVESTMENT GROUP, LLC has gained a reputation for excellence and has been recognized by numerous industry publications.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 12 |
| Time in Business: | Founded in 2010 |
Financial Services Offered
The BURGESS INVESTMENT GROUP, LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
The BURGESS INVESTMENT GROUP, LLC works with a variety of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs and goals of each client, regardless of their net worth or investment experience. The firm also specializes in working with high-net-worth individuals who require a more sophisticated level of financial advice.
Fees & Compensation
The BURGESS INVESTMENT GROUP, LLC operates on a fee-only basis, which means they do not earn commissions or receive compensation from third parties. This ensures that their recommendations are unbiased and in the best interest of their clients.
The firm charges a percentage of assets under management as the main fee structure for investment management services. For financial planning services, they charge an hourly or fixed fee, depending on the complexity and scope of the work.
Background
The BURGESS INVESTMENT GROUP, LLC was founded by John Burgess, a financial advisor with over 25 years of industry experience. He holds the Certified Financial Planner (CFP®) designation, which is considered the gold standard in the financial planning industry. The rest of the team comprises highly qualified and experienced advisors who are dedicated to providing personalized and trustworthy financial advice to clients.
Financial Advisor Disclosures to Know
The BURGESS INVESTMENT GROUP, LLC has a clean disciplinary record and has not faced any major regulatory or legal issues. The firm believes in full transparency and discloses all necessary information, including fees, potential conflicts of interest, and any other relevant details, to its clients. To ensure compliance and maintain ethical standards, the firm has a strict code of conduct that all advisors must adhere to.