Larry Michael Cole

Burgess Chambers & Associates INC

18 Years of Experience

View SEC Summary

Firm Information

Burgess Chambers & Associates INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

22 clients

Average Client Portfolio

$7.6M average

Assets Under Management

$166.7M

Fee Structure

Minimum Investment:None

Fees for non-discretionary accounts are calculated quarterly based on the market value of assets or a flat fixed quarterly fee. Fees for discretionary accounts are calculated monthly based on the market value of the assets. Fee arrangements are negotiated during the contract process and depend on the complexity and scope of services.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement Planning

Advisor Information

Office location

315 E. Robinson Street, Suite 690, Orlando, FL, 32801

Get directions

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.