| FEE
SCHEDULE
Burnside Capital Management understands that the cost of investing is
a crucial variable that will affect the long-term success of an investment
plan.
At the same time, we also believe that most individuals need to employ
a professional investment advisor to reach their financial goals.
The emotional stress, time commitment, and the biased advice being
offered by Wall Street sales representatives often forces individuals
into a state of indecisiveness.
Indecisiveness is not a recipe for success!
Therefore, we strive to strike a balance that will allow our clients
to receive conflict-free advice at a fair price. We offer the following
services to help our clients reach their financial goals:
Investment
Management Services
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Details] |
Fees are calculated as a percentage of assets
under management.
.75% for less than $1,000,000
.65% between $1,000,000 and $4,000,000
.55% for over $4,000,000
|
Retirement Plan Services
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$249.00 |
Portfolio Review
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Details] |
Free!
Receive a practical review of your current brokerage
accounts. There is no obligation on your part. |
|
Phone: (503) 222-9555
503-222-9555