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How does the advisor help clients – Key Takeaways:
BURKART & Stevens Wealth Management provides comprehensive financial planning services to help clients achieve their financial goals. Their team of experienced advisors offers personalized recommendations and strategies tailored to each client’s unique situation.
Facts and Insights
Founded in 1987, BURKART & Stevens Wealth Management has over 30 years of experience in the financial services industry. The firm is headquartered in New York and currently manages over $1 billion in assets for a diverse client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10+ | 30+ years |
Financial Services Offered
BURKART & Stevens Wealth Management offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Portfolio management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Wealth transfer planning
Client Types
BURKART & Stevens Wealth Management serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
- Trusts
Fees & Compensation
BURKART & Stevens Wealth Management charges a fee based on a percentage of assets under management, typically between 1-2%. They may also receive commissions for certain product recommendations, but always prioritize the best interests of their clients.
Background
BURKART & Stevens Wealth Management was founded by John Burkart and William Stevens, both CFP® professionals with decades of experience in the financial industry. Their team includes a diverse group of advisors who are all dedicated to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, BURKART & Stevens Wealth Management is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. They have a clean disciplinary record and do not have any disclosures to report.