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Burkholder & Associates, Llc
Chevy Chase, Maryland
Burkholder & Associates, LLC, a highly regarded investment advisory firm, is headquartered in Chevy Chase, MD, with two offices. With a team of five employees, including three dedicated investment advisors, they provide comprehensive financial guidance to their esteemed clientele.
Their average of approximately $48,560,000 in assets under management per advisor aligns with industry norms, demonstrating their ability to effectively handle client portfolios. Burkholder & Associates offers various compensation structures, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tran...see more
Assets Under Mgmt
$145.69M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Burkholder & Associates, Llc
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