THE BURNEY COMPANY
Reston, Virginia
The Burney Company, headquartered in Reston, VA, is a reputable regional investment advisory firm operating across 15 office locations. With a team of 41 dedicated professionals, almost all of whom specialize in investment advisory services, The Burney Company is committed to delivering comprehensive financial guidance to its clients. They boast an average of $56,260,000 in assets under management per investment advisor, aligning closely with the industry standard. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees. While their managed assets consist of le...
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Assets Under Mgmt

$2.25B

Investment Professionals

40

Locations

14

% 401K & Individual

10%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Other: TAX PREPARATION SERVICES
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