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How does the advisor help clients – Key Takeaways:
BURR & COMPANY, LLC is a reputable financial advisory firm that has been helping clients achieve their financial goals since its founding in 2000. The experienced team at BURR & COMPANY, LLC works closely with clients to provide personalized financial planning and investment management services. Their goal is to help clients maximize their wealth and achieve financial security through smart investment strategies and tailored advice.
Facts and Insights:
With over $3 billion in assets under management and over 25 advisors, BURR & COMPANY, LLC has a proven track record of providing top-notch financial services to a wide range of clients. The firm’s team of advisors includes certified financial planners, investment advisors, and wealth managers who have an average of 20 years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 25+ | 19 years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Risk Management
- Estate Planning
- Tax Planning
Client Types:
BURR & COMPANY, LLC works with a diverse range of clients, including individuals, families, trusts, and small businesses. Their advisors have the expertise to cater to the unique financial needs and goals of each type of client.
Fees & Compensation:
The fees and compensation structure at BURR & COMPANY, LLC is transparent and easy to understand. The firm primarily charges clients a fee based on a percentage of their assets under management. This aligns the interests of the firm with those of their clients and ensures that the advisors are focused on achieving maximum returns for their clients.
Background:
BURR & COMPANY, LLC was founded in 2000 by John Burr, a finance enthusiast with a passion for helping people achieve financial success. Over the years, the firm has grown to become a leading financial advisory firm, known for its expertise, personalized services, and commitment to client satisfaction.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, BURR & COMPANY, LLC is required by law to disclose any potential conflicts of interest and any disciplinary history of its advisors. Clients can rest assured knowing that the firm has a clean record and a commitment to acting in the best interest of its clients.