What Makes Us Different
01 Encourage Individuals to be Independent Investors
There are no other Registered Investment Advisors in the entire country that encourages their clients and future clients to become Independent Investors. No one cares more about your financial success than you. However, even adept investors can benefit from ongoing support and services, "two heads are better than one". This is where Burnside & Co. adds tremendous value to our clients.
02 We Don't Have Clients, We Have Members
At Burnside & Co., we have come to realize that it is not in the client’s best interest to be charged the industry standard, Assets Under Management (AUM) fee, which is also a performance based fee. This is what you typically see at "Fee Only" Registered Investment Advisors. As a powerful alternative, we signup new clients as Members that are charged a flat monthly fee.
03 Provide Transparent Access to Our Processes
Do you ever wonder what your advisor does to earn their fees? Well you should! They probably don't do as much as you think.
At Burnside and Company we generate a quarterly hand-completed Multi-Point Inspection Report that documents exactly what we did to improve your financial prospects.