Burford Brothers, Inc.

SEC-regulated
Registered investment advisor
Burford Brothers, Inc. is a registered investment advisory firm established in 1984, located in Dallas, Texas. The firm offers asset management, retirement plan consulting, and financial consulting services. They provide investment opportunities in various securities, including stocks, bonds, mutual funds, and cryptocurrency through Flourish Crypto accounts. Burford Brothers operates under a fiduciary duty, acting in the best interests of clients. The firm charges asset management fees based on a tiered schedule and financial consulting fees based on assets under advisement. Clients may impose restrictions on investments based on their values. Burford Brothers does not charge performance-based fees and does not have custody of client funds but can deduct management fees. The firm reviews accounts quarterly, offers discretionary trading authority, and does not vote client securities proxies. Burford Brothers does not have any disciplinary events and does not receive compensation for client referrals. The firm uses Charles Schwab as a custodian and may aggregate trades for best execution. Clients are responsible for voting proxies and have the option to invest in cryptocurrency through Flourish Crypto accounts. Burford Brothers has not faced financial difficulties and maintains a stable financial condition.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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