Financial Organization Pricing

Our company's unique pricing model enables us to help our clients get well organized and also receive truly impartial investment advice


We charge a flat fee based on the estimated time it takes to provide our organization services. The industry standard is an "Asset Under Management" fee which is expensive and raises ethical issues.


Burnside Toolbox


  • Burnside and Company is a Registered Investment Advisor in the state of Oregon.

  • Client pricing is quoted on a monthly basis for ease of communication but charged quarterly.