Burling Wealth Partners Fees & Minimum

Overview

Headquarters: Chicago, IL
Total Firm Assets: $1.0 billion
Average High-Net-Worth Client Portfolio Size: $5.3 million

Fee Disclosure

Source: BURLING WEALTH PARTNERS FORM ADV PART 2A 12-06-2024 (2026-03-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	1.25%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$62,500	1.25%
$10 million	$125,000	1.25%
$50 million	$625,000	1.25%
$100 million	$1,250,000	1.25%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 97.27%
Number of High-Net-Worth Clients: 183
Total Client Accounts: 922
Discretionary Accounts: 920
Non-Discretionary Accounts: 2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 332198

BURLING WEALTH PARTNERS FORM ADV PART 2A 12-06-2024 (2026-03-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Burling Wealth Partners