Account Size & Fee Schedule

Minimum Account Size: $250,000

Fee Schedule:

  • Up to $5 Million - 1% of Assets
  • $5 to $10 Million - .75% of Assets
  • Over $10 Million - .50% of Assets

J.W. Burns & Company is compensated on a fee basis only. We receive no other form of compensation. We do not engage in the brokerage business and do not participate in any commission revenue created by transactions in our clients' accounts. Our incentive is to keep transaction costs at the lowest levels possible. Our fees and outside commission costs incurred are the very lowest in the industry.

Major Financial Publications