Burgess Chambers & Associates INC
Assets Under Management
$166.7M
Number of Clients
22
Number of Advisors
4
Average Client AUM
$7.6M
AUM per Advisor
$41.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Burgess Chambers & Associates, Inc. (BCA) offers consulting services, portfolio manager recommendations, and discretionary portfolio management. They specialize in risk-controlled investment programs for operating funds, pension assets, endowments, foundations, and individuals. The firm identifies client objectives, determines asset classes, and develops optimal asset allocation using mean variance models. Client portfolios are monitored and evaluated quarterly.
Fee Structure
Fees for non-discretionary accounts are calculated and paid quarterly based on the market value of assets or a flat fixed quarterly fee. Fees for discretionary accounts are calculated and paid monthly based on the market value of the assets. Fee arrangements are negotiated and depend on the complexity and scope of services. Clients may also incur fees from mutual funds, exchange-traded funds, and brokerage fees.
Areas of Practice
Location
315 E. Robinson Street, Suite 690, Orlando, FL, 32801