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.

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Burnside Toolbox

Notes:

  • 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.