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Burkart & Stevens Wealth Management
BURKART & STEVENS WEALTH MANAGEMENT is a state-registered investment adviser in SAN LUIS OBISPO, CA. The firm manages approximately $8 million in regulatory...
Overview
BURKART & STEVENS WEALTH MANAGEMENT is a state-registered investment adviser in SAN LUIS OBISPO, CA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
San Luis Obispo
Corporate office
Orange, CA, United States
Frequently asked questions
How does Burkart & Stevens charge for its services?
Public representations indicate the firm charges flat advisory fees rather than commissions, transaction-based compensation, or asset-under-management percentage fees. This structure is designed to remove compensation conflicts from investment recommendations and aligns the firm's incentives with portfolio performance rather than trading activity or product sales. The specific fee schedule and minimum account size are not publicly disclosed.
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