How does the advisor help clients – Key Takeaways:
The Burney Company is a financial services firm that has been in business for over 20 years. The company offers a range of services to help clients manage their finances and achieve their financial goals. The Burney Company takes a personalized approach to financial planning and works closely with each client to develop a tailored financial strategy.
Some key takeaways about how The Burney Company helps its clients include:
- Provides personalized financial planning services
- Works closely with clients to develop a tailored financial strategy
- Offers a range of financial services to meet clients’ specific needs
- Has been in business for over 20 years
Facts and Insights
The Burney Company has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals. The company takes a comprehensive approach to financial planning, considering all aspects of a client’s financial life, including investments, retirement planning, estate planning, and more.
The Burney Company also provides regular market updates and insights to its clients, helping them stay informed and make educated decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 20 years |
Financial Services Offered
The Burney Company offers a range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
Client Types
The Burney Company works with a diverse group of clients, including individuals, families, and businesses. The company’s services are tailored to meet the specific needs of each client, regardless of their financial situation or goals.
Fees & Compensation
The Burney Company charges a fee based on a percentage of assets under management for its advisory services. The company’s fees are fully transparent and are discussed with the client in advance. The Burney Company does not receive any commissions or incentives for recommending certain investment products, ensuring that their recommendations are unbiased and in the best interest of the client.
Background
The Burney Company was founded in 1998 by John Burney, a seasoned financial advisor with over 30 years of experience in the industry. Since then, the company has grown to have a team of experienced advisors who are dedicated to providing exceptional financial services to their clients.
Financial Advisor Disclosures to Know
The Burney Company, like all financial advisory firms, is required to provide clients with certain disclosures to ensure transparency and protect their interests. These disclosures include information about the company’s fees, potential conflicts of interest, and disciplinary history, among others.
Before working with any financial advisor, it is important to review these disclosures and ask any questions you may have.