Burr Financial Services, LLC

Burr Financial Services, LLC, established in 2022 in Pleasant Hill, CA, offers a range of investment advisory services to individuals, high net worth individuals, trusts, and estates. As a fiduciary, the firm is committed to acting in the best interest of clients. Services include financial planning, asset management, and investment strategies tailored to client needs and goals. The firm primarily uses fundamental, technical, cyclical, and behavioral finance methods of analysis, along with asset allocation strategies. Clients can engage in long-term or short-term investment strategies, with a focus on balancing risk and reward. The firm manages $155,380,627 on a discretionary basis as of December 31, 2024. For asset management services, the annual fee is generally 2.00%, with fees billed quarterly in advance based on account values. Clients may incur transaction fees and other expenses related to investments. The firm recommends the use of Schwab as a custodian/broker, offering a range of investment products and services. Burr Financial Services does not receive soft dollars in excess of what is allowed by regulations and does not provide cash or non-cash compensation for client referrals. Clients have the option to grant investment discretion to the firm, allowing for securities transactions on their behalf. The firm does not accept proxy authority to vote client securities. Financial information is not provided in the brochure as the firm does not have financial conditions that impair meeting obligations to clients.