Wealth Management

financial advisor & client relationshiP

The relationship between a financial advisor and a client at Burrows Capital Advisors involves various factors that determine the cost of our services. Clients have the option to engage in a financial planning relationship, which entails receiving comprehensive advice on matters like cash flow, budgeting, education savings, major purchases, retirement planning, protection needs, estate planning, multigenerational strategies, small business planning, tax strategies, and executive benefits. This approach provides clients with a holistic financial perspective.

advisory relationship

An advisory account is one where your financial advisor is compensated on a fee-based relationship. The fee charged is based on the amount of assets within the account. Annual advisory fees are deducted from your account on a quarterly basis. This allows your financial advisor to manage your investments and provide financial planning advice within your account.

Refer to the client agreement and the Cetera Advisors ADV 2A for additional costs.

Fee Schedule

fee for advice

This service is for someone needing financial, retirement or investment planning services. No account is required, and the fee will be determined based on the complexity of the relationship. This service can be set up as a 1-time fee or on an hourly basis determined by your advisor.

Brokerage account

This account is one where your advisor will make investment recommendations that you will approve. A commission will be charged for this service.

Get My Risk Number

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number^®. It's fast, free and displays your number instantly.

GET YOUR NUMBER