Advisor at Business Financial Strategies, Ltd.
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Firm
Business Financial Strategies, Ltd.
Location
Boulder, CO
Credentials
CFP®
Industry experience
27 years
Jimmy Burton is a CFP® professional with 27 years of experience at Business Financial Strategies, Ltd., an independent advisory firm based in Boulder, CO. He has been with the firm since 1993. Outside of his advisory role, Burton serves as CEO, director, and shareholder of GBS Partners, Inc., a small food manufacturing company. Business Financial Strategies, Ltd. provides financial planning, investment management, and consulting services primarily to small businesses, business owners, and individual clients. The firm emphasizes a long-term, buy-and-hold investment approach with a non-discretionary portfolio oversight model.
Based on Business Financial Strategies, Ltd.
Based on Business Financial Strategies, Ltd.
Consulting services such as budget forecasting billed on fixed fee per month.
$0 - $250,000: Negotiated >$250,000 - $500,000: 1.00% annually >$500,000 - $750,000: 0.56% annually >$750,000 - $1,000,000: 0.53% annually >$1,000,000 - $1,500,000: 0.50% annually >$1,500,000 - $2,000,000: 0.45% annually >$2,000,000 - $2,500,000: 0.38% annually >$2,500,000 - $3,000,000: 0.34% annually >$3,000,000 - $3,500,000: 0.30% annually >$3,500,000 - $4,000,000: 0.27% annually >$4,000,000 - $5,000,000: 0.24% annually >$5,000,000 - $7,500,000: 0.20% annually >$7,500,000 - $10,000,000: 0.18% annually >$10,000,000 - $15,000,000: 0.16% annually >$15,000,000+: Negotiated
Financial Planning Services billed at $125 per hour; Investment Management Services hourly billed at $125 to $150 per hour.
Fee-only: Financial Planning Services billed hourly at $125 per hour; Investment Management Services billed hourly ($125-$150 per hour) or percentage of assets fee as per tiered schedule; Consulting Services: Budget forecasting billed fixed monthly fee; Trust administration billed 0.50% annually of trust assets.
Boulder, CO
Colorado
Business Financial Strategies
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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