About BURRIS WEALTH MANAGEMENT, INC.
BURRIS WEALTH MANAGEMENT, INC. is a leading financial advisory firm that has been serving clients for over two decades. As a team of experienced financial professionals, the firm specializes in providing personalized wealth management solutions that cater to the specific needs of each client. With a focus on building long-term relationships, the firm aims to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized wealth management solutions
- Focuses on building long-term relationships
- Helps clients achieve their financial goals
- Aims to secure clients’ financial future
Facts and Insights
The following table showcases some key facts and insights about BURRIS WEALTH MANAGEMENT, INC.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 20+ years |
With a significant amount of assets under management, the firm has established a strong reputation in the financial industry over the past two decades.
Financial Services Offered
BURRIS WEALTH MANAGEMENT, INC. offers a wide range of financial services to its clients, including:
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
The firm’s team of financial advisors have in-depth knowledge and expertise in these areas, allowing them to deliver comprehensive and effective solutions to clients.
Client Types
BURRIS WEALTH MANAGEMENT, INC. serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
- Families
The firm understands that every client is unique and has different financial needs and goals. Therefore, they tailor their services to each client’s specific situation to ensure the best possible outcomes.
Fees & Compensation
At BURRIS WEALTH MANAGEMENT, INC., fees and compensation are based on a transparent and client-friendly structure. The firm charges a percentage of assets under management as its fee, which is calculated based on a tiered schedule. This means that the larger the client’s assets under management, the lower the fee percentage.
Background
Established in 1999, BURRIS WEALTH MANAGEMENT, INC. has a rich history of providing top-notch financial advisory services to clients. The firm was founded by John Burris, a highly experienced financial advisor with a passion for helping clients achieve financial success. Today, the firm is proud to have a team of dedicated and knowledgeable professionals who work together towards the common goal of ensuring clients’ financial well-being.
Financial Advisor Disclosures to Know
As a fiduciary, BURRIS WEALTH MANAGEMENT, INC. is legally obligated to always act in the best interests of its clients. To maintain transparency and build trust with clients, the firm discloses all potential conflicts of interest and provides a detailed Code of Ethics for each of its financial advisors to abide by.