Overview
- Headquarters
- Dallas, TX
- Total Firm Assets
- $440 million
- Average High-Net-Worth Client Portfolio Size
- $6.0 million
Fee Disclosure
Source: FORM ADV PART 2A - FIRM BROCHURE - BURFORD BROTHERS, INC. (2026-06-18)
· View brochure text
Latest filing: FORM ADV PART 2A - APPENDIX 1 WRAP FEE PROGRAM BROCHURE - BURFORD BROTHERS, INC. (2026-06-18)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 0.75% |
| $2,000,001 | $20,000,000 | 0.50% |
| $20,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,500 | 0.75% |
| $5 million | $30,000 | 0.60% |
| $10 million | $55,000 | 0.55% |
| $50 million | $225,000 | 0.45% |
| $100 million | $425,000 | 0.42% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 84.70%
- Number of High-Net-Worth Clients
- 62
- Total Client Accounts
- 856
- Discretionary Accounts
- 694
- Non-Discretionary Accounts
- 162
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 306574
- FORM ADV PART 2A - APPENDIX 1 WRAP FEE PROGRAM BROCHURE - BURFORD BROTHERS, INC. (2026-06-18) · View brochure text
- FORM ADV PART 2A - FIRM BROCHURE - BURFORD BROTHERS, INC. (2026-06-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗