Burleson & Company, LLC

Burleson & Company, LLC is a financial advisory firm based in Petaluma, CA, founded in 2004 by James D. Burleson. The firm specializes in providing comprehensive portfolio management services, financial planning, consulting, and concierge services to individuals, families, trusts, estates, charitable organizations, and various business entities. As a fiduciary, the firm is committed to acting in the best interest of its clients. For Comprehensive Portfolio Management, the firm typically charges an annual fee ranging from 1.00% to 0.60% based on the assets under management. Consulting & Concierge services are billed hourly at a negotiable rate or on a fixed fee basis. Retirement Plan Services are fee-based, not exceeding 0.75% of plan assets under management. The firm also serves as an investment adviser to a private fund focusing on seed-stage and Series A financing investments within technology and sustainable industries. Clients are required to have a minimum account balance of $2,000,000 for Comprehensive Portfolio Management, with a negotiable minimum annual fee. The firm does not offer wrap fee programs and manages over $373 million on a discretionary basis. Clients have the option to direct brokerage outside the firm's recommendation, but this may result in higher costs. The firm does not vote proxies on behalf of clients and does not accept authority to vote proxies. The firm does not provide financial information in the brochure as it does not prepay fees over $1,200 or have financial conditions impairing its obligations.