Burr & Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$56,104,384
Clients
31
52% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
HighAverage account size
$1,809,819
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
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Tax-loss harvesting
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 location
Burr & Company, LLC
1112 Main Street, Suite 1
Osterville MA 02655, United States
Number of offices
1
Most active in
Burr & Company, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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