Burkett Financial Services, LLC

Burkett Financial Services, LLC is an investment advisory firm established in 2000, offering financial planning, portfolio management, and consulting services. The firm manages assets on a discretionary basis, with a minimum portfolio value requirement of $500,000. Clients can opt for financial planning services covering various areas like estate planning, retirement planning, and investment portfolio design. The investment strategy primarily involves mutual funds, ETFs, and fixed income investments. The fee structure is based on a percentage of assets under management, ranging from 1.00% for the first $1,000,000 to 0.40% for amounts over $10,000,000. Fees are generally payable quarterly and may be debited directly from client accounts. The firm does not engage in performance-based fees or side-by-side management. Burkett Financial Services serves individuals, pension and profit-sharing plans, trusts, and estates, with a minimum portfolio value requirement of $500,000. The firm acts as a fiduciary when providing individual retirement advice, ensuring recommendations are in the client's best interest. The firm does not vote proxies related to securities held in client accounts. The firm's team includes Donald H. Burkett, Ronald H. Burkett, Phillip K. Smiley, Neil A. Brown, Lemuel H. Mitchum, and Jana B. Morrison, who bring diverse financial expertise and qualifications to the advisory services. The team is committed to providing comprehensive financial planning and investment management services to clients.