Financial Stewardship Pricing

Burnside's unique pricing model enables us to help our clients organize their money, investments, and taxes, through ethical, personable, and proactive service.

We charge a flat fee based on the estimated time it takes to serve as a Financial Steward for each client. The industry standard is an "Asset Under Management" fee which is outmoded at best and unethical at worst.

Remember to take advantage of our 30-Day Trial Offer to see if we can add value to your financial life.  Plus, you can try us out while you keep your current advisor.

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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.