How Does the Advisor Help Clients – Key Takeaways:
Burgess Investment Management and Research Inc. is an expert financial management and research firm that assists clients in achieving their financial goals through personalized and strategic advisory services. With a focus on developing long-term relationships with clients, they provide comprehensive financial planning, investment management, and research to individuals and organizations.
Facts and Insights:
Burgess Investment Management and Research Inc. was founded in 2005 and is headquartered in New York City. As of 2021, they have over $1 billion in assets under management, a team of 20 experienced financial advisors, and a track record of successful investments for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20+ | Founded in 2005 |
Financial Services Offered:
Burgess Investment Management and Research Inc. provides a range of financial services to their clients, including:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types:
Burgess Investment Management and Research Inc. works with a diverse range of clients, including:
- High net worth individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation:
Burgess Investment Management and Research Inc. operates under a fee-only structure, meaning they do not receive any commissions or other forms of compensation from financial products they recommend. Their fees are based on a percentage of assets under management and are transparently communicated to clients.
Background:
The team at Burgess Investment Management and Research Inc. is comprised of experienced financial advisors who hold advanced degrees, certifications, and designations in finance, investing, and taxation. They regularly attend conferences, seminars, and training programs to stay up-to-date on the latest industry developments and best practices to assist their clients in achieving their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, Burgess Investment Management and Research Inc. is held to high professional and ethical standards. They adhere to the fiduciary duty, meaning they are legally bound to act in the best interest of their clients at all times. They also fully disclose any potential conflicts of interest and strive to maintain transparency in all client interactions.