BURKETT FINANCIAL SERVICES, LLC

RIASEC RegisteredEst. 2007

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 formed as an LLC and SEC-registered in 2007. The firm focuses on serving individual and family clients and offers a mix of advice and portfolio management services for retail households, small businesses, and institutional/business accounts. Core advisory offerings listed by the firm include financial planning, portfolio management (for individuals/small businesses and for businesses or institutions) and pension consulting. The firm charges a combination of percentage-of-AUM fees along with hourly and fixed-fee arrangements. Burkett does not identify itself as an active ESG investor and is not designated as a multi-state adviser in the provided data. The firm lists an industry affiliation with accounting professionals, which likely reflects either referral or collaborative relationships used in client service delivery.