J.j. Burns & Company

J. J. Burns & Company, LLC is a Registered Investment Adviser established in 2006 by James Joseph Burns, CFP. The firm specializes in managing individually tailored investment portfolios on a discretionary basis, with assets under management totaling $1,069,875,158 as of December 31, 2024. Services include Investment Management and Financial Planning, focusing on clients' goals and circumstances. The firm charges an annual advisory fee of 1.25% for accounts under $2,000,000 and 1.00% for accounts $2,000,001 and above, debited quarterly. Financial Planning services are offered on a fixed fee basis ranging from $3,000 to $30,000 per annum. J. J. Burns & Company does not participate in wrap fee programs and primarily utilizes fundamental analysis for investment decisions. Clients include individuals, high net-worth individuals, pension plans, trusts, and charitable organizations, with a minimum account size requirement of $1,000,000. The firm acts as a fiduciary, putting clients' interests first, and does not engage in performance-based fees. Clients have investment discretion, and the firm does not vote client securities. JJBCO does not have any disciplinary history and maintains a Code of Ethics to ensure compliance with federal securities laws. The firm receives client referrals through Schwab Advisor Network and may recommend maintaining accounts at Charles Schwab & Co. for custody and trading services.