A complete list of active advisors currently associated with Burnham & Company LLC

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Burnham & Company provides discretionary investment management and retirement-plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations and companies. Its retirement-plan services include ERISA non-fiduciary offerings such as plan committee education, participant education, plan research support and participant advice. The firm relies primarily on fundamental analysis of individual companies for a long-term growth orientation and supplements that with technical analysis for timing and risk management; it implements strategies across equities, fixed income, mutual funds, ETFs and option positions. Burnham’s investment toolkit also includes less-liquid and complex instruments — private equity, private credit, REITs and structured notes — and it generally manages accounts on a discretionary basis with reviews every 15 to 30 days. Distinctive operational features include a two-advisor team managing roughly $129.5 million in discretionary assets while not requiring a minimum account size and permitting negotiated fee arrangements; the firm also uses institutional platforms (Fidelity and Schwab) and states an intent to utilize zero-cost equity trading. It does not charge performance-based fees, forwards proxy materials to clients rather than voting securities on their behalf, and was founded in 2022, a combination of attributes that differentiates its product mix and operating model from many peers.

To learn more about the advisors currently working at Burnham & Company LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.