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Burgess Wealth Advisory

Headquartered in RICHMOND, VA

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Firm Information

Burgess Wealth Advisory is a registered investment advisor located in New York, NY, offering financial planning and portfolio management services to individuals, particularly high-net-worth individuals. They manage approximately $45 million in assets for 130 clients.

Burgess Wealth Advisory

$45.18M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BURGESS WEALTH ADVISORY has a total of 1 branch locations across the country.
location

RICHMOND, VA

Advisors at Burgess Wealth Advisory

View All 1 Advisors
Unclaimed
Jeffrey Michael Burgess

RA

RICHMOND, VA

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Disclosures

There are no public disclosures for Burgess Wealth Advisory.

Frequently Asked Questions (6)

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