Burnham Gibson Wealth Advisors, Inc

CRD#282035
Investment Advisor Firm

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Overview

Burnham Gibson Wealth Advisors, Inc operates as a financial advisory firm that has its headquarters in Irvine, California. The firm controls $2.5 billion in assets throughout 707 accounts, making it one of the largest firms in the United States by assets under management (AUM). Burnham Gibson Wealth Advisors, Inc has a small group of 14 employees, all of whom are financial advisors. Burnham Gibson Wealth Advisors, Inc is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are tradable financial investments like bonds, options and equities.

Burnham Gibson Wealth Advisors, Inc oversees more than half of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by an investment advisor without needing to seek client authorization. It also has 263 non-discretionary accounts with a total of $2.2 billion in assets. The company's typical account size is $3.5 million. The average advisor at Burnham Gibson Wealth Advisors, Inc oversees around 51 client accounts, placing it towards the middle in terms of personalization.

Burnham Gibson Wealth Advisors, Inc's main office is located at 2050 Main Street, Irvine, California 92614. It is legally allowed to provide services to clients across 4 states, including Arizona, California, Massachusetts and Texas.

Assets Under Management

$2.5 billion

Number of Advisors

14

Disclosures

No

Office Location

2050 Main Street
Irvine, CA 92614

Burnham Gibson Wealth Advisors, Inc by the Numbers

Total Assets Under Management

$2.5 billion

National Average: $3.7 billion
Total Number of Employees

14

National Average: 29
Total Number of Accounts

707

National Average: 2,073
Average Account Size

$3.5 million

National Average: $1.8 million

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Products and Services

Burnham Gibson Wealth Advisors, Inc offers a number of financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. In the past fiscal year, the firm provided financial planning services to 26-50 of its accounts. The company does not sell products or offer services apart from investment advisory services to its investment advisory customers. It is also affiliated with a number of other companies in the financial services industry, including with an insurance company or agency.

Core Advisor Services

  • Offered by 45% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 62% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 23% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Financial management fees typically vary depending on which services the firm provides the client. However, fees charged by the firm can include the following fee types: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 35% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

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    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company provides services to retail investors, high net worth investors, pension plans and corporations. Out of its 707 accounts, Burnham Gibson Wealth Advisors, Inc's biggest client is retail investors, although it also serves 125 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 31.17%
  • Other Individuals - 45.39%
  • Corporations - 23.44%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Burnham Gibson Wealth Advisors, Inc does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Burnham Gibson Wealth Advisors, Inc

Sina Soltani
Irvine, CA
Todd Stahl
Irvine, CA
Eric Targoff
Irvine, CA
Kyle Labeaune
Irvine, CA
Daniel Stevens
Irvine, CA
Stephen Yu
Irvine, CA
Sung Park
Irvine, CA
Taylor Boyd
Irvine, CA
Ryan Call
Irvine, CA

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This content was compiled from the SEC and FINRA