Burkett Financial Services, LLC

RIASEC Registered

Total AUM

$573M

Discretionary

$554M

97% of AUM

Avg account

$375K

Accounts

1,525

Employees

Advisory reps

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

FINTRX

Overview

Burkett Financial Services, LLC is an independent, individually owned registered investment adviser — registered with the SEC in 2007 — that primarily serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses and other business or institutional clients, and it also provides pension consulting services. Its fee schedule blends asset-based fees with hourly and fixed-fee engagements. Investment policy leans toward public pooled vehicles (mutual funds and ETFs) as primary building blocks; the firm is not marked as an active ESG investor. Burkett is not a capital allocator or a third-party fund manager; instead it makes allocations to third-party products and private placement opportunities on behalf of clients.