Pricing 

Flat Subscription Rate for Our Members

Individuals that have the desire to accumulate and preserve wealth can often benefit from professional insight and useful tools.  At the same time, reducing the cost of investing is critical to long-term success.  At Burnside and Company, we have engineered a subscription pricing model that balances these two realities. 

 

In addition, becoming a Member allows for price certainty and a cap on spending.

Burnside Toolbox

Burnside Toolbox

 Planning

  • Wealth Accumulation Advocate

  • Interactive Planning Software

  • Personal Finance Software Support

  • Custom Financial Calculators

  • Pro Forma Financial Statements

  • Monthly Newsletter

  • Knowledge Base

Consulting

  • Development of an Investment Strategy

  • Personal Risk Analysis

  • Portfolio Risk Measurement

  • Asset Allocation Guidance

  • Investment Ratings and Recommendations

  • Performance Reporting

  • Investment Policy Statement (IPS)

  • Proactive Communication

 Management

  • Financial Securities Trading

  • Asset Allocation Rebalancing

  • Daily Transaction Watch

  • Money Transfers

  • General Account Maintenance

Notes:

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

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