Burr & Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Burr & Company, LLC provides investment management and integrated financial planning to individual and trust clients, offering services on a percentage-of-assets basis. As of the brochure filing the firm reports managing roughly $56.1 million across about 31 client relationships.
Investment recommendations are developed using fundamental, quantitative and qualitative analysis and implemented with a long-term, buy-and-hold orientation; typical equity portfolios are concentrated in 15–25 dividend-oriented, well-established companies alongside a tailored fixed-income allocation. The firm integrates financial planning into its advisory work and conducts quarterly portfolio reviews, presenting proposed trades to clients rather than routinely trading without prior approval.
Notable distinctions include that the firm generally operates on a non-discretionary basis—meaning the client typically must approve trades before execution—a characteristic that is uncommon among independent advisers. The firm also serves as trustee or co-trustee on some client trusts (which triggers custody reporting and an annual surprise CPA audit) and leaves proxy voting to clients, while implementing client transactions separately rather than routinely batching orders.
Client services
Expertise
Fee options
less than $250,000 - $250,000: 1.0% $250,000 - $2,500,000: 0.75% $2,500,000 - $5,000,000: 0.625% More than $5,000,000+: 0.5%
Account minimum: $250,000
Main office
872 Main Street
Osterville MA 02655
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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