Burgess Chambers & Associates Inc is a pension cosultant based in Orlando. It manages $39.71 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Georgia, Tennessee, and Texas.
Burgess Chambers & Associates provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Burgess Chambers & Associates Inc is $39.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Burgess Chambers & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Burgess Chambers & Associates is high net worth individuals with 3 clients and $20.95 million of assets under management. Among the 1 most similar advisory firms, Burgess Chambers & Associates has the 0th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $39.71 million for 13 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Burgess Chambers & Associates doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Burgess Chambers & Associates Inc performs its advisory services is located at 315 E. Robinson Street, Orlando, FL 32801, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-644-0111 or by fax 407-644-0694. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at burgesschambers.com.