Firm
Burl Investment Management
Lexington, Kentucky
Fee-only
Burl Investment Management at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 23 individual clients, 14 of them high net worth.
- Its average account is about $672,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Lexington, Kentucky |
|---|---|
| Website | burlinv.com |
| Phone | (859) 810-4330 |
Burl Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% a year on the first tier of assets |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets |
In the firm's words
"An annualized asset-based fee of 0.50% is paid quarterly in arrears." source
"Yes, $100,000." source
"An annualized asset-based fee of 0.50% is paid quarterly in arrears." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $32 million |
| Individual clients | 9 |
| High-net-worth clients | 14 |
| Accounts managed | 48 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 319525 |