How does the advisor help clients – Key Takeaways:
Burnside and Co. is a highly reputable financial advisory firm that has been serving clients for over 20 years. They pride themselves on providing personalized, comprehensive financial services to help their clients meet their individual financial goals and objectives.
Facts and Insights
Burnside and Co. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). They have a team of experienced financial advisors who are dedicated to helping clients make informed financial decisions. Burnside and Co. has a fiduciary duty to act in the best interest of their clients, placing their clients’ interests above their own.
Assets Under Management, Number of Advisors and Time in Business:
As of December 2020, Burnside and Co. manages over $500 million in assets and has 10 financial advisors on their team. The firm has been in business since 1999, providing quality financial services to clients for over 20 years.
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
| 2019 | $450 | 9 |
| 2018 | $400 | 8 |
Financial Services Offered
Burnside and Co. offers a wide range of financial services to their clients including investment management, retirement planning, tax planning, estate planning, and risk management. Their team of advisors works closely with clients to develop personalized financial plans and strategies to help them achieve their financial goals.
Client Types
Burnside and Co. serves a diverse group of clients including individuals, families, and business owners. They also work with clients at all stages of their financial journey, from those just starting out to those planning for retirement. Regardless of a client’s financial situation, Burnside and Co. is dedicated to providing the same high level of service and expertise.
Fees & Compensation
Burnside and Co. charges a fee based on a percentage of assets under management. This fee structure aligns the interests of the firm with those of their clients, as the firm’s compensation is directly tied to the performance of the client’s portfolio. The firm does not receive any commission or third-party compensation, ensuring that their recommendations are always in the client’s best interest.
Background
Burnside and Co. was founded in 1999 by John Burnside, a seasoned financial advisor with over 30 years of experience in the industry. The firm has grown significantly over the years and has become a trusted advisor for many clients. Burnside and Co. has also received numerous accolades for their exceptional client service and performance.
Financial Advisor Disclosures to Know
As a registered investment advisor, Burnside and Co. are required to disclose any potential conflicts of interest to their clients. The firm takes transparency seriously and ensures that all potential conflicts are disclosed, allowing clients to make informed decisions about their finances.
In conclusion, Burnside and Co. is a reputable and experienced financial advisory firm that provides clients with personalized and comprehensive financial services. With their proven track record and fiduciary duty to act in the best interest of their clients, they are a top choice for individuals, families, and business owners looking for expert financial guidance.