Burkholder Wealth Management's Form ADV discloses 1.00% on the first $1 million, 0.90% on the next $2 million, 0.80% on the next $2 million, 0.65% on the next $5 million, 0.50% on the next $10 million, and negotiable rates above $20 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #305300), Burkholder Wealth Management is subject to fiduciary duty under federal law.
Burkholder Wealth Management is headquartered in TULSA, OK.
Burkholder Wealth Management serves 152 high-net-worth clients according to their SEC filing dated September 23, 2026. View client details ↓
According to their SEC Form ADV, Burkholder Wealth Management offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Burkholder Wealth Management manages $380 million in client assets according to their SEC filing dated September 23, 2026.
According to their SEC Form ADV, Burkholder Wealth Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓