FW
Firm Information
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.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
315 E. Robinson Street, Suite 690, Orlando, FL, 32801
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Burgess Chambers & Associates INC
November 2013 - Present · 12 yrs 2 mos
Previous Registrations
Burgess Chambers & Associates INC
June 2007 - May 2008 · 11 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.