How does the advisor help clients – Key Takeaways:
Burkholder & Associates, LLC provides a wide range of financial services to help clients achieve their financial goals. They have a team of experienced financial advisors who specialize in various aspects of financial planning. By understanding each client’s unique needs and goals, they are able to create personalized and comprehensive financial plans.
Facts and Insights
- Founded in 2005, Burkholder & Associates, LLC has over 15 years of experience in the financial industry.
- The company is based in New York City and serves clients nationwide.
- Their team consists of 10 financial advisors who have a combined total of over 100 years of experience.
- Burkholder & Associates, LLC manages over $500 million in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Burkholder & Associates, LLC provides a comprehensive range of financial services to their clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
Burkholder & Associates, LLC works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services to meet those needs.
Fees & Compensation
Burkholder & Associates, LLC operates on a fee-only basis, meaning they do not earn commissions for recommending certain financial products. This ensures that their recommendations are always in the best interest of their clients. They charge a percentage of assets under management as their fee, and their rates may vary depending on the complexity of the client’s financial situation.
Background
Burkholder & Associates, LLC was founded by John Burkholder, a seasoned financial advisor with over 25 years of experience in the industry. He is a certified financial planner (CFP) and a member of the Financial Planning Association (FPA). Under his leadership, the company has grown to become a reputable and trusted financial advisory firm.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), Burkholder & Associates, LLC is required to disclose any potential conflicts of interest or disciplinary actions by their advisors. They pride themselves on their ethical and transparent approach to financial planning and have no records of any disciplinary actions or conflicts of interest. Clients can rest assured that their best interests are always the top priority for their advisors.