Burgess Wealth Advisory
Burgess Wealth Advisory (CRD# 173898) is a financial advisory firm headquartered in Richmond, VA. They manage $15,900,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts120ACCOUNTS
Average Account Value$132,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Jeffrey Burgess (CRD# 2901944) is an Investment Advisor Representative working at Burgess Wealth Advisory in Richmond, VA and has over 19 years of experience in the finance industry.