Burkholder Wealth Management

Burkholder Wealth Management, a registered investment adviser, operates under Burk Holdings LLC in Tulsa, Oklahoma, offering services such as portfolio management, financial planning, and retirement plan consulting. Founded in October 2019 by Eric Douglas Burkholder, the firm provides discretionary portfolio management services tailored to clients' needs and objectives. Clients can grant Burkholder Wealth Management discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval. The firm primarily invests in mutual funds and ETFs, with assets under management totaling approximately $225 million as of January 31, 2024. Fees for portfolio management services are based on a percentage of assets under management, with rates ranging from 1.00% to negotiable depending on complexity. Financial planning services are offered at an hourly fee of $250 - $500, with fees payable upon completion of services. The firm does not engage in performance-based fees or side-by-side management and does not vote proxies on behalf of clients. Clients are encouraged to review account statements from the custodian and have ultimate responsibility for proxy voting decisions. Burkholder Wealth Management does not have any disciplinary events to report and does not participate in wrap fee programs.