Burkett Financial Services, LLC
Firm details
- Headquarters
- Rock Hill, South Carolina
- CRD number
- 140168
- Registered since
- January 29, 2007
- Website
- burkettfs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.74%
- Individuals15.93%
- Pension & Profit Sharing Plans3.21%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Burkett Financial Services, LLC is an independent registered investment adviser formed in 2007 and owned by an individual advisor. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management services for individuals, small businesses and institutional/business clients, and it lists pension consulting among its advisory activities. Its fee arrangements include asset-based fees, hourly charges and fixed fees. Burkett works through Charles Schwab for custody and lists an accounting affiliation among its industry connections. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- US Government Bonds22%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Contacts
3 of 6
Jana Morrison
Financial ConsultantCRD 6194448
Neil Brown
Financial ConsultantCRD 5145080
Lemuel Mitchum
Financial ConsultantCRD 5268236
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$285M in ETFs
76%
$217M
15%
$68.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $54.7M | 1,615,100 | 19.17% |
Location
Rock Hill, SC
York
Location
Rock Hill, SC
Headquartered in Rock Hill, SC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- York
- Address
- 128 E Main St
- Time zone
- ET (UTC-5)
- Office locations
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