Dba Big Money Retirement and Big Retirement Fees & Minimum

Overview

Headquarters: Greenville, SC
Total Firm Assets: $147 million
Average High-Net-Worth Client Portfolio Size: $0.8 million

Fee Disclosure

Source: ADV PART 2A- BURGESS INVESTMENT GROUP, LLC (2026-07-28) · View brochure text
Latest filing: ADV PART 2B - BURGESS INVESTMENT GROUP, LLC (2026-08-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$750,000	1.40%
$750,001	$1,000,000	1.25%
$1,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$14,125	1.41%
$5 million	$54,125	1.08%
$10 million	$104,125	1.04%
$50 million	$504,125	1.01%
$100 million	$1,004,125	1.00%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 41.73%
Number of High-Net-Worth Clients: 78
Total Client Accounts: 864
Discretionary Accounts: 862
Non-Discretionary Accounts: 2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 318698

ADV PART 2B - BURGESS INVESTMENT GROUP, LLC (2026-08-18) · View brochure text
ADV PART 2A- BURGESS INVESTMENT GROUP, LLC (2026-07-28) (fee schedule source) · View brochure text

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

Frequently Asked Questions

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Dba Big Money Retirement and Big Retirement