Burkholder & Associates, LLC

Burkholder & Associates, LLC is a financial advisory firm established in July 2016 by Nicholas E Burkholder. The firm specializes in offering portfolio management services, pension consulting, and financial planning tailored to individual client needs. They provide services to various clients, including individuals, high-net-worth individuals, business owners, pension and profit-sharing plans, and charitable organizations. The firm's investment strategy includes asset allocation, risk assessment, and regular portfolio monitoring. Clients have the option to impose restrictions on investments based on personal values or beliefs. Burkholder & Associates, LLC operates as a fiduciary, acting in the best interests of clients. The firm manages assets totaling $214,661,226 under discretionary authority. Fees for portfolio management services range from 0.70% to 1.35% of total assets under management, with fees paid quarterly. The firm does not participate in wrap fee programs and has no account minimum requirement. Investment strategies include fundamental analysis, modern portfolio theory, and quantitative analysis, with a focus on long-term trading, short-term trading, margin transactions, and options trading. Clients receive quarterly reports detailing account performance and fees. Burkholder & Associates, LLC does not accept performance-based fees, and clients have the option to purchase recommended products through other brokers. The firm has a written Code of Ethics covering various areas, including prohibited activities, conflicts of interest, and compliance procedures. Burkholder & Associates, LLC does not receive economic benefits from third parties for advice rendered to clients and does not recommend securities in which the firm or related persons have a financial interest.